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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 | $223,084 | $217,427+2.6% | $185,837+20.0% | $167,518+33.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.46% | 148.39%-144.9pp | 122.08%-118.6pp | 478.71%-475.3pp |
| Employer contribution / active EE | $806 | $5,874-86.3% | $5,168-84.4% | $4,838-83.3% |
| Participant deferral / active EE | $9,737 | $6,357+53.2% | $5,568+74.9% | $6,342+53.5% |
| Admin fee / account holder | $7,976 | $19,816-59.7% | $16,241-50.9% | $12,312-35.2% |