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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 | $179,034 | $148,623+20.5% | $135,974+31.7% | $139,466+28.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.02% | 79.30%-72.3pp | 68.30%-61.3pp | 373.66%-366.6pp |
| Employer contribution / active EE | $427 | $5,246-91.9% | $4,859-91.2% | $4,754-91.0% |
| Participant deferral / active EE | $8,664 | $8,103+6.9% | $7,760+11.7% | $6,712+29.1% |
| Admin fee / account holder | $52,143 | $12,406+320.3% | $10,767+384.3% | $11,409+357.0% |