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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 | $100,697 | $156,398-35.6% | $147,318-31.6% | $138,895-27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.08% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $883 | $4,853-81.8% | $4,593-80.8% | $4,194-79.0% |
| Participant deferral / active EE | $17,375 | $8,237+110.9% | $7,906+119.8% | $6,396+171.6% |
| Admin fee / account holder | $535 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |