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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 | $62,102 | $91,537-32.2% | $130,045-52.2% | $75,173-17.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.73% | -631.55%+644.3pp | -137.30%+150.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,658 | $4,343+53.3% | $5,820+14.4% | $4,126+61.4% |
| Admin fee / account holder | $18,976 | $6,780+179.9% | $10,600+79.0% | $5,651+235.8% |