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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 | $105,623 | $202,342-47.8% | $172,752-38.9% | $152,897-30.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.59% | 1029.83%-1022.2pp | 802.97%-795.4pp | 345.43%-337.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $26,247 | $5,948+341.3% | $5,198+405.0% | $5,851+348.6% |
| Admin fee / account holder | $973 | $17,111-94.3% | $13,955-93.0% | $11,599-91.6% |