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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 | $145,944 | $174,379-16.3% | $152,093-4.0% | $138,895+5.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.44% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $171 | $4,652-96.3% | $4,175-95.9% | $4,194-95.9% |
| Participant deferral / active EE | $7,059 | $6,159+14.6% | $5,451+29.5% | $6,396+10.4% |
| Admin fee / account holder | $98,209 | $16,880+481.8% | $14,497+577.5% | $12,562+681.8% |