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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 | $242,033 | $156,398+54.8% | $147,318+64.3% | $138,895+74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.48% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,700 | $8,237+54.2% | $7,906+60.6% | $6,396+98.6% |
| Admin fee / account holder | $2,993 | $14,976-80.0% | $13,708-78.2% | $12,562-76.2% |