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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 | $210,698-6.7% | $178,014+10.4% | $145,959+34.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.77% | 386.27%-384.5pp | 294.80%-293.0pp | 561.95%-560.2pp |
| Employer contribution / active EE | $586 | $4,567-87.2% | $3,950-85.2% | $4,661-87.4% |
| Participant deferral / active EE | $20,000 | $6,958+187.4% | $6,276+218.7% | $6,689+199.0% |
| Admin fee / account holder | $919 | $12,016-92.4% | $10,362-91.1% | $13,398-93.1% |