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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 | $226,607 | $174,379+30.0% | $152,093+49.0% | $138,895+63.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -0.32% | 74.86%-75.2pp | 66.36%-66.7pp | 145.39%-145.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,417 | $6,159+52.9% | $5,451+72.7% | $6,396+47.2% |
| Admin fee / account holder | $24,397 | $16,880+44.5% | $14,497+68.3% | $12,562+94.2% |