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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 | $185,856+29.4% | $170,028+41.5% | $139,456+72.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.31% | 60.52%-54.2pp | 53.39%-47.1pp | 373.45%-367.1pp |
| Employer contribution / active EE | $368 | $7,593-95.2% | $6,788-94.6% | $4,753-92.3% |
| Participant deferral / active EE | $4,648 | $11,623-60.0% | $10,409-55.3% | $6,711-30.7% |
| Admin fee / account holder | $505 | $15,387-96.7% | $12,820-96.1% | $11,407-95.6% |