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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 | $154,228+60.1% | $145,433+69.7% | $137,256+79.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 11.05% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $96 | $4,804-98.0% | $4,554-97.9% | $4,156-97.7% |
| Participant deferral / active EE | $4,571 | $8,216-44.4% | $7,897-42.1% | $6,407-28.7% |
| Admin fee / account holder | $145,598 | $14,344+915.1% | $13,129+1009.0% | $12,270+1086.6% |