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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 | $204,504 | $202,342+1.1% | $172,753+18.4% | $152,909+33.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.70% | 1029.88%-1022.2pp | 803.00%-795.3pp | 345.46%-337.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,452 | $5,948+126.2% | $5,198+158.8% | $5,851+129.9% |
| Admin fee / account holder | $8,552 | $17,112-50.0% | $13,956-38.7% | $11,601-26.3% |