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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 | $199,331 | $202,342-1.5% | $172,753+15.4% | $152,909+30.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.73% | 1029.88%-1022.2pp | 803.00%-795.3pp | 345.46%-337.7pp |
| Employer contribution / active EE | $1,100 | $5,857-81.2% | $5,144-78.6% | $4,764-76.9% |
| Participant deferral / active EE | $3,864 | $5,948-35.0% | $5,198-25.7% | $5,851-34.0% |
| Admin fee / account holder | $3,653 | $17,112-78.6% | $13,956-73.8% | $11,601-68.5% |