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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 | $104,028 | $181,062-42.5% | $158,223-34.3% | $155,188-33.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.87% | 57.39%-50.5pp | 52.09%-45.2pp | 148.84%-142.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,000 | $6,134+128.2% | $5,467+156.1% | $6,531+114.4% |
| Admin fee / account holder | $1,046 | $18,825-94.4% | $16,047-93.5% | $14,480-92.8% |