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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 | $195,122 | $202,342-3.6% | $172,752+12.9% | $152,897+27.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.76% | 1029.83%-1023.1pp | 802.97%-796.2pp | 345.43%-338.7pp |
| Employer contribution / active EE | $834 | $5,858-85.8% | $5,144-83.8% | $4,764-82.5% |
| Participant deferral / active EE | $11,850 | $5,948+99.2% | $5,198+128.0% | $5,851+102.5% |
| Admin fee / account holder | $6,574 | $17,111-61.6% | $13,955-52.9% | $11,599-43.3% |