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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 | $176,786 | $184,000-3.9% | $162,185+9.0% | $152,909+15.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 2.37% | 150.80%-148.4pp | 115.61%-113.2pp | 345.46%-343.1pp |
| Employer contribution / active EE | $769 | $6,370-87.9% | $5,613-86.3% | $4,764-83.9% |
| Participant deferral / active EE | $5,332 | $8,033-33.6% | $7,297-26.9% | $5,851-8.9% |
| Admin fee / account holder | $16,944 | $13,124+29.1% | $10,844+56.3% | $11,601+46.1% |