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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 | $154,337 | $167,522-7.9% | $151,639+1.8% | $134,532+14.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.95% | 7.81%-37.8pp | 3.34%-33.3pp | 418.27%-448.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,450 | $8,986-39.3% | $8,363-34.8% | $6,401-14.9% |
| Admin fee / account holder | $206,634 | $13,780+1399.6% | $11,613+1679.3% | $11,429+1708.0% |