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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 | $174,804 | $160,040+9.2% | $147,096+18.8% | $145,877+19.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $250 | $5,289-95.3% | $4,936-94.9% | $4,663-94.6% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,691+14.0% |
| Admin fee / account holder | $977 | $15,050-93.5% | $13,005-92.5% | $13,402-92.7% |