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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 | $226,146 | $159,978+41.4% | $147,041+53.8% | $145,978+54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.98% | 98.36%-96.4pp | 419.21%-417.2pp | 550.52%-548.5pp |
| Employer contribution / active EE | $434 | $5,288-91.8% | $4,935-91.2% | $4,662-90.7% |
| Participant deferral / active EE | $3,329 | $8,429-60.5% | $8,071-58.8% | $6,690-50.2% |
| Admin fee / account holder | $11,432 | $15,053-24.1% | $13,006-12.1% | $13,400-14.7% |