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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 | $82,085 | $88,815-7.6% | $81,882+0.2% | $145,897-43.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.14% | 1033.75%-1027.6pp | 779.47%-773.3pp | 552.29%-546.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,425 | $4,647+38.3% | $4,323+48.6% | $6,689-4.0% |
| Admin fee / account holder | $47,894 | $8,434+467.8% | $7,360+550.8% | $13,390+257.7% |