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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 | $191,779 | $180,466+6.3% | $154,114+24.4% | $135,382+41.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.20% | 888.15%-899.4pp | 735.16%-746.4pp | 519.77%-531.0pp |
| Employer contribution / active EE | $1,250 | $6,035-79.3% | $5,298-76.4% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,421 | $16,144-66.4% | $13,411-59.6% | $10,829-49.9% |