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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 | $212,061 | $160,059+32.5% | $140,019+51.5% | $135,380+56.6% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.5%+7.2pp | 82.6%+12.1pp |
| Annual return | -11.09% | 911.48%-922.6pp | 651.17%-662.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,630 | $7,641-0.1% | $6,927+10.2% | $5,609+36.0% |
| Admin fee / account holder | $10,948 | $13,328-17.9% | $10,705+2.3% | $10,828+1.1% |