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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 | $184,767 | $150,447+22.8% | $136,298+35.6% | $147,586+25.2% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 10.34% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $830 | $5,256-84.2% | $4,696-82.3% | $4,876-83.0% |
| Participant deferral / active EE | $9,479 | $6,631+43.0% | $6,247+51.7% | $5,439+74.3% |
| Admin fee / account holder | $12,909 | $10,906+18.4% | $9,244+39.6% | $10,886+18.6% |