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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 | $162,695 | $159,978+1.7% | $147,041+10.6% | $145,978+11.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.25% | 98.36%-90.1pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $938 | $5,288-82.3% | $4,935-81.0% | $4,662-79.9% |
| Participant deferral / active EE | $3,000 | $8,429-64.4% | $8,071-62.8% | $6,690-55.2% |
| Admin fee / account holder | $144,689 | $15,053+861.2% | $13,006+1012.5% | $13,400+979.7% |