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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 | $159,978+15.2% | $147,041+25.4% | $145,978+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.03% | 98.36%-97.3pp | 419.21%-418.2pp | 550.52%-549.5pp |
| Employer contribution / active EE | $300 | $5,288-94.3% | $4,935-93.9% | $4,662-93.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,346 | $15,053-84.4% | $13,006-82.0% | $13,400-82.5% |