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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 | $162,658 | $172,111-5.5% | $150,298+8.2% | $137,256+18.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.05% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,042 | $6,166-66.9% | $5,453-62.5% | $6,407-68.1% |
| Admin fee / account holder | $1,368 | $16,471-91.7% | $14,116-90.3% | $12,270-88.9% |