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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 | $101,041 | $181,062-44.2% | $158,223-36.1% | $155,188-34.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.45% | 57.39%-49.9pp | 52.09%-44.6pp | 148.84%-141.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,940 | $6,134-52.1% | $5,467-46.2% | $6,531-55.0% |
| Admin fee / account holder | $51,165 | $18,825+171.8% | $16,047+218.8% | $14,480+253.4% |