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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 | $204,936 | $160,028+28.1% | $147,080+39.3% | $145,884+40.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.90% | 98.60%-91.7pp | 420.17%-413.3pp | 551.85%-544.9pp |
| Employer contribution / active EE | $179 | $5,286-96.6% | $4,933-96.4% | $4,662-96.2% |
| Participant deferral / active EE | $4,372 | $8,422-48.1% | $8,066-45.8% | $6,690-34.6% |
| Admin fee / account holder | $21,370 | $15,030+42.2% | $12,989+64.5% | $13,392+59.6% |