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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 | $72,370 | $150,442-51.9% | $136,295-46.9% | $147,585-51.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 9.21% | 1049.09%-1039.9pp | 5155.97%-5146.8pp | 578.56%-569.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,115 | $6,630+7.3% | $6,247+13.9% | $5,439+30.8% |
| Admin fee / account holder | $60,480 | $10,905+454.6% | $9,243+554.3% | $10,885+455.6% |