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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 | $178,359 | $184,000-3.1% | $162,185+10.0% | $152,909+16.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.54% | 150.80%-144.3pp | 115.61%-109.1pp | 345.46%-338.9pp |
| Employer contribution / active EE | $526 | $6,370-91.7% | $5,613-90.6% | $4,764-89.0% |
| Participant deferral / active EE | $6,002 | $8,033-25.3% | $7,297-17.7% | $5,851+2.6% |
| Admin fee / account holder | $4,554 | $13,124-65.3% | $10,844-58.0% | $11,601-60.7% |