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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 | $209,487 | $176,077+19.0% | $159,455+31.4% | $167,518+25.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.79% | 331.83%-327.0pp | 263.63%-258.8pp | 478.71%-473.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $13,500 | $7,751+74.2% | $7,353+83.6% | $6,342+112.9% |
| Admin fee / account holder | $2,371 | $12,556-81.1% | $10,800-78.0% | $12,312-80.7% |