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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 | $50,309 | $150,447-66.6% | $136,298-63.1% | $147,586-65.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.07% | 1049.15%-1043.1pp | 5156.27%-5150.2pp | 578.59%-572.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,120 | $6,631-37.9% | $6,247-34.1% | $5,439-24.3% |
| Admin fee / account holder | $26,762 | $10,906+145.4% | $9,244+189.5% | $10,886+145.8% |