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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 | $169,194 | $138,114+22.5% | $125,391+34.9% | $134,545+25.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.39% | 750.88%-772.3pp | 572.41%-593.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $26 | $5,246-99.5% | $4,816-99.5% | $4,742-99.4% |
| Participant deferral / active EE | $14,266 | $7,801+82.9% | $7,448+91.5% | $6,401+122.9% |
| Admin fee / account holder | $1,036 | $11,570-91.0% | $10,009-89.6% | $11,431-90.9% |