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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 | $200,410 | $154,228+29.9% | $145,433+37.8% | $137,256+46.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.61% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $23 | $4,804-99.5% | $4,554-99.5% | $4,156-99.5% |
| Participant deferral / active EE | $14,516 | $8,216+76.7% | $7,897+83.8% | $6,407+126.6% |
| Admin fee / account holder | $89,465 | $14,344+523.7% | $13,129+581.4% | $12,270+629.1% |