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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 | $191,496 | $157,304+21.7% | $141,197+35.6% | $152,909+25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.72% | 64.34%-57.6pp | 71.41%-64.7pp | 345.46%-338.7pp |
| Employer contribution / active EE | $723 | $5,263-86.3% | $4,736-84.7% | $4,764-84.8% |
| Participant deferral / active EE | $5,240 | $7,111-26.3% | $6,710-21.9% | $5,851-10.5% |
| Admin fee / account holder | $14,061 | $12,126+16.0% | $10,265+37.0% | $11,601+21.2% |