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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 | $193,895 | $148,629+30.5% | $135,982+42.6% | $139,487+39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.40% | 79.33%-67.9pp | 68.32%-56.9pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $15,069 | $8,102+86.0% | $7,760+94.2% | $6,713+124.5% |
| Admin fee / account holder | $8,788 | $12,406-29.2% | $10,767-18.4% | $11,407-23.0% |