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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 | $174,581 | $154,228+13.2% | $145,433+20.0% | $137,256+27.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.67% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $333 | $4,804-93.1% | $4,554-92.7% | $4,156-92.0% |
| Participant deferral / active EE | $5,193 | $8,216-36.8% | $7,897-34.2% | $6,407-18.9% |
| Admin fee / account holder | $1,566,723 | $14,344+10822.8% | $13,129+11833.3% | $12,270+12668.6% |