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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 | $159,978+28.1% | $147,041+39.4% | $145,978+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.90% | 98.36%-91.5pp | 419.21%-412.3pp | 550.52%-543.6pp |
| Employer contribution / active EE | $179 | $5,288-96.6% | $4,935-96.4% | $4,662-96.2% |
| Participant deferral / active EE | $4,372 | $8,429-48.1% | $8,071-45.8% | $6,690-34.6% |
| Admin fee / account holder | $21,370 | $15,053+42.0% | $13,006+64.3% | $13,400+59.5% |