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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 | $130,143 | $88,754+46.6% | $81,820+59.1% | $145,877-10.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.84% | 1031.77%-1025.9pp | 777.93%-772.1pp | 551.28%-545.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $4,648+556.3% | $4,323+605.6% | $6,691+355.9% |
| Admin fee / account holder | $2,278 | $8,424-73.0% | $7,391-69.2% | $13,402-83.0% |