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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 | $117,509 | $102,245+14.9% | $89,340+31.5% | $137,256-14.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 4.00% | 21.89%-17.9pp | 20.57%-16.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,500 | $4,436+339.5% | $3,823+410.1% | $6,407+204.4% |
| Admin fee / account holder | $12,110 | $8,085+49.8% | $6,704+80.6% | $12,270-1.3% |