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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 | $144,374 | $138,078+4.6% | $125,363+15.2% | $134,509+7.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.05% | 750.49%-771.5pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,467 | $7,800+34.2% | $7,447+40.5% | $6,400+63.5% |
| Admin fee / account holder | $3,053 | $11,566-73.6% | $10,005-69.5% | $11,427-73.3% |