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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 | $223,537 | $209,422+6.7% | $178,503+25.2% | $158,982+40.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.86% | 188.81%-190.7pp | 151.12%-153.0pp | 302.99%-304.8pp |
| Employer contribution / active EE | $440 | $5,707-92.3% | $5,011-91.2% | $4,763-90.8% |
| Participant deferral / active EE | $8,277 | $5,955+39.0% | $5,202+59.1% | $5,983+38.3% |
| Admin fee / account holder | $8,817 | $17,079-48.4% | $13,987-37.0% | $11,252-21.6% |