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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 | $98,603 | $94,436+4.4% | $115,599-14.7% | $82,637+19.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 8.17% | 18.37%-10.2pp | 111.10%-102.9pp | 53.51%-45.3pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,131 | $3,955+4.5% | $4,889-15.5% | $4,126+0.1% |
| Admin fee / account holder | $14,987 | $10,328+45.1% | $12,841+16.7% | $7,339+104.2% |