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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 | $159,056 | $176,077-9.7% | $159,455-0.3% | $167,518-5.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 9.79% | 331.83%-322.0pp | 263.63%-253.8pp | 478.71%-468.9pp |
| Employer contribution / active EE | $562 | $5,298-89.4% | $4,830-88.4% | $4,838-88.4% |
| Participant deferral / active EE | $8,962 | $7,751+15.6% | $7,353+21.9% | $6,342+41.3% |
| Admin fee / account holder | $261,772 | $12,556+1984.8% | $10,800+2323.7% | $12,312+2026.1% |