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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 | $152,717 | $209,422-27.1% | $178,503-14.4% | $158,982-3.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -10.76% | 188.81%-199.6pp | 151.12%-161.9pp | 302.99%-313.7pp |
| Employer contribution / active EE | $993 | $5,707-82.6% | $5,011-80.2% | $4,763-79.2% |
| Participant deferral / active EE | $7,856 | $5,955+31.9% | $5,202+51.0% | $5,983+31.3% |
| Admin fee / account holder | $775 | $17,079-95.5% | $13,987-94.5% | $11,252-93.1% |