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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 | $240,030 | $174,379+37.6% | $152,093+57.8% | $138,895+72.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.64% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,928 | $6,159+77.4% | $5,451+100.5% | $6,396+70.9% |
| Admin fee / account holder | $606 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |