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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 | $196,569 | $211,239-6.9% | $178,528+10.1% | $145,877+34.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.77% | 30.22%-28.4pp | 27.11%-25.3pp | 551.28%-549.5pp |
| Employer contribution / active EE | $586 | $4,570-87.2% | $3,950-85.2% | $4,663-87.4% |
| Participant deferral / active EE | $20,000 | $6,963+187.3% | $6,278+218.6% | $6,691+198.9% |
| Admin fee / account holder | $919 | $12,095-92.4% | $10,419-91.2% | $13,402-93.1% |