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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 | $148,235 | $135,639+9.3% | $110,241+34.5% | $135,382+9.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.59% | 513.21%-522.8pp | 314.75%-324.3pp | 519.77%-529.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,981 | $5,507+153.9% | $4,672+199.2% | $5,609+149.3% |
| Admin fee / account holder | $11,732 | $11,457+2.4% | $8,548+37.3% | $10,829+8.3% |