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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 | $177,094 | $154,228+14.8% | $145,433+21.8% | $137,256+29.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.66% | 74.59%-67.9pp | 66.58%-59.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $24,000 | $8,216+192.1% | $7,897+203.9% | $6,407+274.6% |
| Admin fee / account holder | $304 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |