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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 | $136,017 | $150,447-9.6% | $136,298-0.2% | $147,586-7.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -34.25% | 1049.15%-1083.4pp | 5156.27%-5190.5pp | 578.59%-612.8pp |
| Employer contribution / active EE | $653 | $5,256-87.6% | $4,696-86.1% | $4,876-86.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $95,034 | $10,906+771.4% | $9,244+928.1% | $10,886+773.0% |