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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 | $211,224-6.9% | $178,505+10.1% | $145,897+34.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.77% | 30.28%-28.5pp | 27.16%-25.4pp | 552.29%-550.5pp |
| Employer contribution / active EE | $586 | $4,577-87.2% | $3,955-85.2% | $4,663-87.4% |
| Participant deferral / active EE | $20,000 | $6,966+187.1% | $6,280+218.5% | $6,689+199.0% |
| Admin fee / account holder | $919 | $12,109-92.4% | $10,428-91.2% | $13,390-93.1% |