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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 | $161,537 | $202,463-20.2% | $169,397-4.6% | $139,487+15.8% |
| Participation rate | 95.7% | 81.1%+14.5pp | 77.2%+18.5pp | 80.3%+15.3pp |
| Annual return | 7.69% | 532.64%-524.9pp | 406.23%-398.5pp | 373.84%-366.2pp |
| Employer contribution / active EE | $6 | $4,694-99.9% | $4,013-99.9% | $4,755-99.9% |
| Participant deferral / active EE | $8,640 | $6,941+24.5% | $6,223+38.8% | $6,713+28.7% |
| Admin fee / account holder | $51,020 | $10,726+375.7% | $9,017+465.8% | $11,407+347.3% |