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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 | $240,511 | $185,883+29.4% | $170,043+41.4% | $139,466+72.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.31% | 60.54%-54.2pp | 53.40%-47.1pp | 373.66%-367.3pp |
| Employer contribution / active EE | $368 | $7,596-95.2% | $6,790-94.6% | $4,754-92.3% |
| Participant deferral / active EE | $4,648 | $11,626-60.0% | $10,410-55.4% | $6,712-30.7% |
| Admin fee / account holder | $505 | $15,393-96.7% | $12,824-96.1% | $11,409-95.6% |