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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 | $231,121 | $199,109+16.1% | $173,730+33.0% | $154,746+49.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.41% | 20.02%-11.6pp | 19.96%-11.5pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,629 | $7,113+49.4% | $6,326+68.0% | $6,730+57.9% |
| Admin fee / account holder | $102,138 | $20,916+388.3% | $17,523+482.9% | $14,365+611.0% |