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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 | $228,670 | $160,040+42.9% | $147,096+55.5% | $145,877+56.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.56% | 98.49%-88.9pp | 419.75%-410.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $66 | $5,289-98.8% | $4,936-98.7% | $4,663-98.6% |
| Participant deferral / active EE | $4,658 | $8,429-44.7% | $8,071-42.3% | $6,691-30.4% |
| Admin fee / account holder | $10,677 | $15,050-29.1% | $13,005-17.9% | $13,402-20.3% |