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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 | $74,842 | $111,878-33.1% | $93,727-20.1% | $145,897-48.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.91% | 204.28%-197.4pp | 133.83%-126.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,978 | $4,920-19.1% | $4,417-9.9% | $6,689-40.5% |
| Admin fee / account holder | $54,281 | $10,256+429.2% | $8,292+554.6% | $13,390+305.4% |