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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 | $187,443 | $138,114+35.7% | $125,391+49.5% | $134,545+39.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.77% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $914 | $5,246-82.6% | $4,816-81.0% | $4,742-80.7% |
| Participant deferral / active EE | $3,669 | $7,801-53.0% | $7,448-50.7% | $6,401-42.7% |
| Admin fee / account holder | $37,850 | $11,570+227.1% | $10,009+278.2% | $11,431+231.1% |