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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 | $220,271 | $174,379+26.3% | $152,093+44.8% | $138,895+58.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.09% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $615 | $4,652-86.8% | $4,175-85.3% | $4,194-85.3% |
| Participant deferral / active EE | $13,994 | $6,159+127.2% | $5,451+156.7% | $6,396+118.8% |
| Admin fee / account holder | $1,300 | $16,880-92.3% | $14,497-91.0% | $12,562-89.7% |