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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 | $134,633 | $209,888-35.9% | $189,545-29.0% | $167,553-19.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.05% | 748.66%-741.6pp | 555.36%-548.3pp | 478.89%-471.8pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,636 | $8,934-48.1% | $8,220-43.6% | $6,343-26.9% |
| Admin fee / account holder | $16,195 | $14,300+13.3% | $12,049+34.4% | $12,316+31.5% |