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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 | $149,121 | $167,503-11.0% | $151,627-1.7% | $134,493+10.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.52% | 7.80%-29.3pp | 3.33%-24.9pp | 418.01%-439.5pp |
| Employer contribution / active EE | $979 | $6,829-85.7% | $6,166-84.1% | $4,740-79.3% |
| Participant deferral / active EE | $5,370 | $8,985-40.2% | $8,363-35.8% | $6,400-16.1% |
| Admin fee / account holder | $1,211 | $13,777-91.2% | $11,612-89.6% | $11,425-89.4% |