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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 | $153,388 | $162,136-5.4% | $152,301+0.7% | $154,746-0.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.19% | 91.02%-83.8pp | 80.50%-73.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $849 | $4,890-82.6% | $4,624-81.6% | $4,379-80.6% |
| Participant deferral / active EE | $4,012 | $8,341-51.9% | $8,004-49.9% | $6,730-40.4% |
| Admin fee / account holder | $416,708 | $15,759+2544.2% | $14,398+2794.2% | $14,365+2800.8% |