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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 | $101,508 | $156,963-35.3% | $121,204-16.3% | $139,466-27.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.89% | 1476.75%-1467.9pp | 987.18%-978.3pp | 373.66%-364.8pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,750 | $4,848+59.9% | $4,083+89.8% | $6,712+15.5% |
| Admin fee / account holder | $615 | $6,953-91.2% | $5,651-89.1% | $11,409-94.6% |