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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 | $117,889 | $111,814+5.4% | $103,378+14.0% | $145,978-19.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.99% | 24.80%-19.8pp | 24.91%-19.9pp | 550.52%-545.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,200 | $5,618-7.4% | $5,058+2.8% | $6,690-22.3% |
| Admin fee / account holder | $24,293 | $9,764+148.8% | $8,401+189.2% | $13,400+81.3% |