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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 | $164,653 | $166,089-0.9% | $164,928-0.2% | $145,978+12.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 6.89% | 100.26%-93.4pp | 70.08%-63.2pp | 550.52%-543.6pp |
| Employer contribution / active EE | $766 | $5,276-85.5% | $4,343-82.4% | $4,662-83.6% |
| Participant deferral / active EE | $3,912 | $6,961-43.8% | $6,034-35.2% | $6,690-41.5% |
| Admin fee / account holder | $32,326 | $16,641+94.3% | $12,684+154.8% | $13,400+141.2% |