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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 | $248,031 | $126,661+95.8% | $113,397+118.7% | $138,895+78.6% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.5%+4.8pp | 79.9%+1.3pp |
| Annual return | 9.28% | 25.05%-15.8pp | 23.20%-13.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,210 | $5,693+114.5% | $5,076+140.5% | $6,396+90.9% |
| Admin fee / account holder | $123,383 | $14,549+748.0% | $11,957+931.9% | $12,562+882.2% |