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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 | $126,514 | $125,237+1.0% | $105,608+19.8% | $145,877-13.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.70% | 225.76%-220.1pp | 116.50%-110.8pp | 551.28%-545.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,847 | $5,711-67.7% | $5,010-63.1% | $6,691-72.4% |
| Admin fee / account holder | $25,179 | $17,287+45.6% | $11,028+128.3% | $13,402+87.9% |