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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 | $129,344 | $156,398-17.3% | $147,318-12.2% | $138,895-6.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.91% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,424 | $8,237+26.5% | $7,906+31.8% | $6,396+63.0% |
| Admin fee / account holder | $8,940 | $14,976-40.3% | $13,708-34.8% | $12,562-28.8% |