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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 | $72,403+31.8% | $67,524+41.4% | $145,978-34.6% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 5.89% | 7197.23%-7191.3pp | 3519.41%-3513.5pp | 550.52%-544.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,564 | $4,782+16.3% | $4,001+39.0% | $6,690-16.8% |
| Admin fee / account holder | $71,082 | $5,541+1182.8% | $4,001+1676.7% | $13,400+430.5% |