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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 | $134,046 | $106,008+26.4% | $92,240+45.3% | $147,586-9.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.46% | 50.05%-45.6pp | 176.29%-171.8pp | 578.59%-574.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,200 | $4,478+16.1% | $3,897+33.4% | $5,439-4.4% |
| Admin fee / account holder | $282,788 | $6,333+4365.3% | $5,194+5344.4% | $10,886+2497.8% |