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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 | $208,456 | $157,304+32.5% | $141,197+47.6% | $152,909+36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.16% | 64.34%-51.2pp | 71.41%-58.2pp | 345.46%-332.3pp |
| Employer contribution / active EE | $522 | $5,263-90.1% | $4,736-89.0% | $4,764-89.1% |
| Participant deferral / active EE | $6,000 | $7,111-15.6% | $6,710-10.6% | $5,851+2.5% |
| Admin fee / account holder | $8,472 | $12,126-30.1% | $10,265-17.5% | $11,601-27.0% |