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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 | $243,879 | $201,370+21.1% | $184,256+32.4% | $145,897+67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -2.87% | 29.05%-31.9pp | 28.85%-31.7pp | 552.29%-555.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,500 | $9,808+17.3% | $9,133+25.9% | $6,689+71.9% |
| Admin fee / account holder | $877,044 | $16,364+5259.6% | $13,899+6209.9% | $13,390+6449.8% |