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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 | $229,261 | $176,105+30.2% | $159,474+43.8% | $167,536+36.8% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.63% | 331.91%-322.3pp | 263.68%-254.0pp | 478.82%-469.2pp |
| Employer contribution / active EE | $892 | $5,299-83.2% | $4,831-81.5% | $4,839-81.6% |
| Participant deferral / active EE | $8,920 | $7,751+15.1% | $7,353+21.3% | $6,342+40.6% |
| Admin fee / account holder | $2,882 | $12,559-77.1% | $10,802-73.3% | $12,315-76.6% |