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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 | $144,493 | $138,075+4.6% | $123,552+16.9% | $135,379+6.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.93% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $220 | $5,152-95.7% | $4,628-95.2% | $4,779-95.4% |
| Participant deferral / active EE | $12,500 | $6,800+83.8% | $6,426+94.5% | $5,609+122.9% |
| Admin fee / account holder | $451 | $10,917-95.9% | $9,285-95.1% | $10,828-95.8% |