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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 | $120,709 | $227,291-46.9% | $214,702-43.8% | $155,188-22.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 2.62% | 60.08%-57.5pp | 54.55%-51.9pp | 148.84%-146.2pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,000 | $9,582+98.3% | $9,147+107.7% | $6,531+190.9% |
| Admin fee / account holder | $1,530 | $20,413-92.5% | $19,830-92.3% | $14,480-89.4% |