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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 | $162,140 | $154,228+5.1% | $145,433+11.5% | $137,256+18.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.78% | 74.59%-71.8pp | 66.58%-63.8pp | 220.34%-217.6pp |
| Employer contribution / active EE | $267 | $4,804-94.4% | $4,554-94.1% | $4,156-93.6% |
| Participant deferral / active EE | $14,250 | $8,216+73.4% | $7,897+80.4% | $6,407+122.4% |
| Admin fee / account holder | $454,875 | $14,344+3071.3% | $13,129+3364.7% | $12,270+3607.2% |