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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 | $198,793 | $154,228+28.9% | $145,433+36.7% | $137,256+44.8% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 11.18% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $844 | $4,804-82.4% | $4,554-81.5% | $4,156-79.7% |
| Participant deferral / active EE | $9,779 | $8,216+19.0% | $7,897+23.8% | $6,407+52.6% |
| Admin fee / account holder | $50,413 | $14,344+251.5% | $13,129+284.0% | $12,270+310.9% |