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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 | $237,827 | $197,637+20.3% | $177,848+33.7% | $158,982+49.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.12% | 58.77%-53.6pp | 48.33%-43.2pp | 302.99%-297.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,761 | $8,405+16.1% | $7,714+26.5% | $5,983+63.1% |
| Admin fee / account holder | $149,691 | $15,406+871.6% | $12,431+1104.1% | $11,252+1230.4% |