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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 | $65,868 | $73,546-10.4% | $63,018+4.5% | $147,586-55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 2.84% | 175.56%-172.7pp | 87.62%-84.8pp | 578.59%-575.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,084 | $4,185+69.3% | $3,330+112.8% | $5,439+30.3% |
| Admin fee / account holder | $36,872 | $5,956+519.1% | $3,601+924.0% | $10,886+238.7% |