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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 | $202,152 | $160,059+26.3% | $140,019+44.4% | $135,380+49.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -13.83% | 911.48%-925.3pp | 651.17%-665.0pp | 519.81%-533.6pp |
| Employer contribution / active EE | $1,219 | $6,420-81.0% | $5,605-78.2% | $4,779-74.5% |
| Participant deferral / active EE | $7,920 | $7,641+3.7% | $6,927+14.3% | $5,609+41.2% |
| Admin fee / account holder | $2,494 | $13,328-81.3% | $10,705-76.7% | $10,828-77.0% |