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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 | $184,498 | $156,398+18.0% | $147,318+25.2% | $138,895+32.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.52% | 78.75%-73.2pp | 70.43%-64.9pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $26,750 | $8,237+224.7% | $7,906+238.3% | $6,396+318.2% |
| Admin fee / account holder | $12,383 | $14,976-17.3% | $13,708-9.7% | $12,562-1.4% |