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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 | $200,316 | $138,114+45.0% | $125,391+59.8% | $134,545+48.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.48% | 750.88%-772.4pp | 572.41%-593.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $314 | $5,246-94.0% | $4,816-93.5% | $4,742-93.4% |
| Participant deferral / active EE | $24,008 | $7,801+207.8% | $7,448+222.3% | $6,401+275.0% |
| Admin fee / account holder | $6,628 | $11,570-42.7% | $10,009-33.8% | $11,431-42.0% |