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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 | $209,127 | $162,136+29.0% | $152,301+37.3% | $154,746+35.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.21% | 91.02%-86.8pp | 80.50%-76.3pp | 172.34%-168.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $29,125 | $8,341+249.2% | $8,004+263.9% | $6,730+332.7% |
| Admin fee / account holder | $277,678 | $15,759+1662.0% | $14,398+1828.6% | $14,365+1833.0% |