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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 | $106,974+9.8% | $90,796+29.4% | $138,895-15.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 4.00% | 20.10%-16.1pp | 19.29%-15.3pp | 145.39%-141.4pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,500 | $4,455+337.8% | $3,822+410.2% | $6,396+204.9% |
| Admin fee / account holder | $12,110 | $8,626+40.4% | $7,024+72.4% | $12,562-3.6% |