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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 | $166,242-1.0% | $165,071-0.3% | $145,884+12.9% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 6.89% | 100.44%-93.6pp | 70.17%-63.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $766 | $5,283-85.5% | $4,347-82.4% | $4,662-83.6% |
| Participant deferral / active EE | $3,912 | $6,964-43.8% | $6,035-35.2% | $6,690-41.5% |
| Admin fee / account holder | $32,326 | $16,658+94.1% | $12,695+154.6% | $13,392+141.4% |