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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 | $193,000 | $155,555+24.1% | $146,866+31.4% | $155,188+24.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.66% | 115.41%-106.8pp | 102.85%-94.2pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,033 | $8,044+161.5% | $7,759+171.1% | $6,531+222.0% |
| Admin fee / account holder | $1,391 | $14,755-90.6% | $13,620-89.8% | $14,480-90.4% |