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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 | $213,595 | $148,629+43.7% | $135,982+57.1% | $139,487+53.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.03% | 79.33%-69.3pp | 68.32%-58.3pp | 373.84%-363.8pp |
| Employer contribution / active EE | $475 | $5,247-90.9% | $4,859-90.2% | $4,755-90.0% |
| Participant deferral / active EE | $4,241 | $8,102-47.7% | $7,760-45.4% | $6,713-36.8% |
| Admin fee / account holder | $20,153 | $12,406+62.4% | $10,767+87.2% | $11,407+76.7% |