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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 | $111,016 | $162,136-31.5% | $152,301-27.1% | $154,746-28.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.62% | 91.02%-84.4pp | 80.50%-73.9pp | 172.34%-165.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,995 | $8,341+31.8% | $8,004+37.4% | $6,730+63.4% |
| Admin fee / account holder | $868 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |