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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 | $210,253 | $209,888+0.2% | $189,545+10.9% | $167,553+25.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.25% | 748.66%-740.4pp | 555.36%-547.1pp | 478.89%-470.6pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,333 | $8,934+38.0% | $8,220+50.0% | $6,343+94.5% |
| Admin fee / account holder | $5,000 | $14,300-65.0% | $12,049-58.5% | $12,316-59.4% |