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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 | $178,174+29.7% | $156,181+48.0% | $137,256+68.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.41% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,629 | $6,888+54.3% | $6,132+73.3% | $6,407+65.9% |
| Admin fee / account holder | $102,138 | $17,404+486.9% | $14,586+600.2% | $12,270+732.4% |