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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 | $110,165 | $96,678+14.0% | $86,640+27.2% | $139,466-21.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.80% | 106.69%-95.9pp | 592.52%-581.7pp | 373.66%-362.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,207 | $4,837+152.4% | $4,438+175.0% | $6,712+81.9% |
| Admin fee / account holder | $64,296 | $6,410+903.1% | $5,616+1044.9% | $11,409+463.6% |