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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 | $184,322 | $159,934+15.2% | $147,005+25.4% | $145,959+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.03% | 98.24%-97.2pp | 418.76%-417.7pp | 561.95%-560.9pp |
| Employer contribution / active EE | $300 | $5,287-94.3% | $4,934-93.9% | $4,661-93.6% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,346 | $15,053-84.4% | $13,006-82.0% | $13,398-82.5% |