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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 | $171,410 | $201,344-14.9% | $184,243-7.0% | $145,877+17.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.32% | 29.01%-19.7pp | 28.82%-19.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $828 | $7,022-88.2% | $6,427-87.1% | $4,663-82.2% |
| Participant deferral / active EE | $3,195 | $9,807-67.4% | $9,132-65.0% | $6,691-52.2% |
| Admin fee / account holder | $35,545 | $16,382+117.0% | $13,914+155.5% | $13,402+165.2% |