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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 | $148,905 | $180,459-17.5% | $154,108-3.4% | $135,380+10.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.89% | 888.21%-902.1pp | 735.21%-749.1pp | 519.81%-533.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $20,531 | $5,806+253.6% | $5,081+304.1% | $5,609+266.0% |
| Admin fee / account holder | $4,391 | $16,145-72.8% | $13,411-67.3% | $10,828-59.4% |