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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 | $99,383 | $96,691+2.8% | $86,656+14.7% | $139,487-28.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.39% | 106.87%-96.5pp | 593.09%-582.7pp | 373.84%-363.5pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,632 | $4,838+78.4% | $4,439+94.4% | $6,713+28.6% |
| Admin fee / account holder | $33,514 | $6,414+422.5% | $5,619+496.5% | $11,407+193.8% |