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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 | $147,455 | $160,059-7.9% | $140,019+5.3% | $135,380+8.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.79% | 911.48%-922.3pp | 651.17%-662.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $498 | $6,420-92.3% | $5,605-91.1% | $4,779-89.6% |
| Participant deferral / active EE | $4,413 | $7,641-42.3% | $6,927-36.3% | $5,609-21.3% |
| Admin fee / account holder | $1,273 | $13,328-90.4% | $10,705-88.1% | $10,828-88.2% |