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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 | $107,408 | $209,336-48.7% | $197,124-45.5% | $137,256-21.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.97% | 48.09%-38.1pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $933 | $6,591-85.8% | $6,227-85.0% | $4,156-77.6% |
| Participant deferral / active EE | $15,067 | $9,614+56.7% | $9,135+64.9% | $6,407+135.2% |
| Admin fee / account holder | $29,506 | $17,308+70.5% | $16,298+81.0% | $12,270+140.5% |