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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 | $102,277 | $154,228-33.7% | $145,433-29.7% | $137,256-25.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.89% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,834 | $8,216-29.0% | $7,897-26.1% | $6,407-8.9% |
| Admin fee / account holder | $246,911 | $14,344+1621.4% | $13,129+1780.6% | $12,270+1912.3% |