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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 | $206,726 | $157,276+31.4% | $141,177+46.4% | $152,885+35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.63% | 64.33%-57.7pp | 71.40%-64.8pp | 345.39%-338.8pp |
| Employer contribution / active EE | $532 | $5,262-89.9% | $4,736-88.8% | $4,763-88.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,000 | $12,123+23.7% | $10,263+46.2% | $11,598+29.3% |