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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 | $99,996 | $160,040-37.5% | $147,096-32.0% | $145,877-31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.20% | 98.49%-93.3pp | 419.75%-414.6pp | 551.28%-546.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,810 | $8,429-54.8% | $8,071-52.8% | $6,691-43.1% |
| Admin fee / account holder | $40,559 | $15,050+169.5% | $13,005+211.9% | $13,402+202.6% |