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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 | $217,249 | $176,120+23.4% | $159,487+36.2% | $167,553+29.7% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 7.34% | 331.95%-324.6pp | 263.71%-256.4pp | 478.89%-471.6pp |
| Employer contribution / active EE | $673 | $5,299-87.3% | $4,831-86.1% | $4,840-86.1% |
| Participant deferral / active EE | $3,094 | $7,752-60.1% | $7,354-57.9% | $6,343-51.2% |
| Admin fee / account holder | $120,576 | $12,561+859.9% | $10,804+1016.1% | $12,316+879.0% |