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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,462 | $72,446+31.8% | $67,561+41.3% | $145,877-34.6% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 5.89% | 7211.98%-7206.1pp | 3525.44%-3519.6pp | 551.28%-545.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,564 | $4,785+16.3% | $4,003+39.0% | $6,691-16.8% |
| Admin fee / account holder | $71,082 | $5,541+1182.8% | $4,006+1674.6% | $13,402+430.4% |