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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 | $103,164+13.9% | $90,259+30.2% | $154,746-24.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 4.00% | 19.25%-15.3pp | 18.88%-14.9pp | 172.34%-168.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,500 | $4,422+341.0% | $3,827+409.6% | $6,730+189.7% |
| Admin fee / account holder | $12,110 | $8,593+40.9% | $7,267+66.6% | $14,365-15.7% |