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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 | $132,717 | $150,447-11.8% | $136,298-2.6% | $147,586-10.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.53% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.1pp |
| Employer contribution / active EE | $438 | $5,256-91.7% | $4,696-90.7% | $4,876-91.0% |
| Participant deferral / active EE | $4,743 | $6,631-28.5% | $6,247-24.1% | $5,439-12.8% |
| Admin fee / account holder | $40,618 | $10,906+272.4% | $9,244+339.4% | $10,886+273.1% |