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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 | $126,843 | $213,785-40.7% | $185,441-31.6% | $155,188-18.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.69% | 19.97%-14.3pp | 20.16%-14.5pp | 148.84%-143.1pp |
| Employer contribution / active EE | $939 | $5,393-82.6% | $4,672-79.9% | $4,248-77.9% |
| Participant deferral / active EE | $11,034 | $6,864+60.7% | $6,152+79.4% | $6,531+68.9% |
| Admin fee / account holder | $223,369 | $21,134+956.9% | $17,890+1148.6% | $14,480+1442.6% |