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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 | $156,163 | $108,897+43.4% | $100,378+55.6% | $145,877+7.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.67% | 58.17%-49.5pp | 49.41%-40.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,875 | $8,455+28.6% | $8,087+34.5% | $6,691+62.5% |
| Admin fee / account holder | $1,407 | $9,690-85.5% | $7,899-82.2% | $13,402-89.5% |