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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 | $73,562 | $150,447-51.1% | $136,298-46.0% | $147,586-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.29% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,920 | $6,631+4.4% | $6,247+10.8% | $5,439+27.2% |
| Admin fee / account holder | $75,924 | $10,906+596.2% | $9,244+721.3% | $10,886+597.5% |