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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 | $150,622 | $183,539-17.9% | $155,556-3.2% | $145,897+3.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.95% | 61.31%-60.4pp | 64.84%-63.9pp | 552.29%-551.3pp |
| Employer contribution / active EE | $300 | $5,315-94.4% | $4,675-93.6% | $4,663-93.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,144 | $19,275-94.1% | $15,885-92.8% | $13,390-91.5% |