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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 | $57,544 | $150,445-61.8% | $136,297-57.8% | $147,585-61.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.04% | 1049.14%-1045.1pp | 5156.16%-5152.1pp | 578.57%-574.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,394 | $6,631-3.6% | $6,247+2.4% | $5,439+17.6% |
| Admin fee / account holder | $32,374 | $10,906+196.8% | $9,244+250.2% | $10,885+197.4% |