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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 | $144,504 | $157,304-8.1% | $141,197+2.3% | $152,909-5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.03% | 64.34%-50.3pp | 71.41%-57.4pp | 345.46%-331.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,118 | $7,111+126.7% | $6,710+140.2% | $5,851+175.5% |
| Admin fee / account holder | $92,130 | $12,126+659.8% | $10,265+797.5% | $11,601+694.2% |