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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 | $156,398+28.1% | $147,318+36.0% | $138,895+44.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.61% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $23 | $4,853-99.5% | $4,593-99.5% | $4,194-99.5% |
| Participant deferral / active EE | $14,516 | $8,237+76.2% | $7,906+83.6% | $6,396+126.9% |
| Admin fee / account holder | $89,465 | $14,976+497.4% | $13,708+552.7% | $12,562+612.2% |