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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 | $163,081 | $138,114+18.1% | $125,391+30.1% | $134,545+21.2% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -23.62% | 750.88%-774.5pp | 572.41%-596.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $769 | $5,246-85.3% | $4,816-84.0% | $4,742-83.8% |
| Participant deferral / active EE | $4,443 | $7,801-43.0% | $7,448-40.3% | $6,401-30.6% |
| Admin fee / account holder | $5,171 | $11,570-55.3% | $10,009-48.3% | $11,431-54.8% |