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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 | $215,806 | $180,462+19.6% | $154,111+40.0% | $135,379+59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.02% | 888.17%-900.2pp | 735.18%-747.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,500 | $5,806-22.5% | $5,081-11.4% | $5,609-19.8% |
| Admin fee / account holder | $4,234 | $16,145-73.8% | $13,411-68.4% | $10,828-60.9% |