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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 | $220,229 | $109,359+101.4% | $162,171+35.8% | $72,983+201.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.73% | 25.46%-13.7pp | 115.60%-103.9pp | 81.01%-69.3pp |
| Employer contribution / active EE | $31 | $3,907-99.2% | $5,613-99.4% | $2,440-98.7% |
| Participant deferral / active EE | $10,541 | $5,481+92.3% | $7,297+44.5% | $3,608+192.2% |
| Admin fee / account holder | $11,090 | $7,972+39.1% | $10,843+2.3% | $5,124+116.4% |