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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 | $101,204 | $176,688-42.7% | $130,660-22.5% | $152,909-33.8% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 5.34% | 2693.08%-2687.7pp | 1709.29%-1703.9pp | 345.46%-340.1pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $741 | $4,362-83.0% | $3,603-79.4% | $5,851-87.3% |
| Admin fee / account holder | $5,210 | $7,131-26.9% | $5,463-4.6% | $11,601-55.1% |