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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 | $183,877 | $167,522+9.8% | $151,639+21.3% | $134,532+36.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.01% | 7.81%-34.8pp | 3.34%-30.3pp | 418.27%-445.3pp |
| Employer contribution / active EE | $1,126 | $6,828-83.5% | $6,165-81.7% | $4,741-76.3% |
| Participant deferral / active EE | $16,633 | $8,986+85.1% | $8,363+98.9% | $6,401+159.9% |
| Admin fee / account holder | $14,019 | $13,780+1.7% | $11,613+20.7% | $11,429+22.7% |