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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 | $238,346 | $106,008+124.8% | $92,240+158.4% | $147,586+61.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.90% | 50.05%-46.2pp | 176.29%-172.4pp | 578.59%-574.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,728 | $4,478-39.1% | $3,897-30.0% | $5,439-49.8% |
| Admin fee / account holder | $1,801 | $6,333-71.6% | $5,194-65.3% | $10,886-83.5% |