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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 | $193,439 | $185,905+4.1% | $170,057+13.7% | $139,487+38.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.78% | 60.56%-55.8pp | 53.42%-48.6pp | 373.84%-369.1pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $24,000 | $11,627+106.4% | $10,411+130.5% | $6,713+257.5% |
| Admin fee / account holder | $24,378 | $15,397+58.3% | $12,826+90.1% | $11,407+113.7% |