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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 | $202,430-20.2% | $169,369-4.6% | $139,427+15.9% |
| Participation rate | 95.7% | 81.1%+14.6pp | 77.2%+18.5pp | 80.3%+15.3pp |
| Annual return | 7.69% | 531.86%-524.2pp | 405.70%-398.0pp | 373.27%-365.6pp |
| Employer contribution / active EE | $6 | $4,690-99.9% | $4,011-99.9% | $4,752-99.9% |
| Participant deferral / active EE | $8,640 | $6,938+24.5% | $6,221+38.9% | $6,711+28.7% |
| Admin fee / account holder | $51,020 | $10,716+376.1% | $9,009+466.3% | $11,404+347.4% |