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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 | $123,986 | $209,428-40.8% | $178,498-30.5% | $158,950-22.0% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 0.49% | 188.78%-188.3pp | 151.09%-150.6pp | 302.91%-302.4pp |
| Employer contribution / active EE | $977 | $5,707-82.9% | $5,011-80.5% | $4,762-79.5% |
| Participant deferral / active EE | $3,513 | $5,955-41.0% | $5,202-32.5% | $5,983-41.3% |
| Admin fee / account holder | $89,512 | $17,077+424.2% | $13,985+540.0% | $11,248+695.8% |