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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 | $142,414 | $209,425-32.0% | $178,499-20.2% | $158,966-10.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.82% | 188.80%-188.0pp | 151.10%-150.3pp | 302.95%-302.1pp |
| Employer contribution / active EE | $300 | $5,707-94.7% | $5,011-94.0% | $4,762-93.7% |
| Participant deferral / active EE | $12,500 | $5,955+109.9% | $5,202+140.3% | $5,983+108.9% |
| Admin fee / account holder | $12,500 | $17,078-26.8% | $13,986-10.6% | $11,250+11.1% |