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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 | $168,731 | $96,643+74.6% | $86,617+94.8% | $139,456+21.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.68% | 106.57%-95.9pp | 591.91%-581.2pp | 373.45%-362.8pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,021 | $4,835+107.3% | $4,437+125.9% | $6,711+49.3% |
| Admin fee / account holder | $544 | $6,406-91.5% | $5,613-90.3% | $11,407-95.2% |