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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 | $246,845 | $162,136+52.2% | $152,301+62.1% | $154,746+59.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 11.05% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $96 | $4,890-98.0% | $4,624-97.9% | $4,379-97.8% |
| Participant deferral / active EE | $4,571 | $8,341-45.2% | $8,004-42.9% | $6,730-32.1% |
| Admin fee / account holder | $145,598 | $15,759+823.9% | $14,398+911.2% | $14,365+913.5% |