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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 | $237,879 | $154,228+54.2% | $145,433+63.6% | $137,256+73.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.48% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $731 | $4,804-84.8% | $4,554-83.9% | $4,156-82.4% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $603,759 | $14,344+4109.3% | $13,129+4498.7% | $12,270+4820.5% |