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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 | $165,569 | $138,102+19.9% | $125,381+32.1% | $134,532+23.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.92% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $618 | $5,245-88.2% | $4,815-87.2% | $4,741-87.0% |
| Participant deferral / active EE | $4,473 | $7,801-42.7% | $7,448-39.9% | $6,401-30.1% |
| Admin fee / account holder | $6,654 | $11,568-42.5% | $10,007-33.5% | $11,429-41.8% |