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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 | $178,632 | $150,442+18.7% | $136,295+31.1% | $147,585+21.0% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 4.53% | 1049.09%-1044.6pp | 5155.97%-5151.4pp | 578.56%-574.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,410 | $6,630+102.3% | $6,247+114.7% | $5,439+146.6% |
| Admin fee / account holder | $110,451 | $10,905+912.8% | $9,243+1094.9% | $10,885+914.7% |