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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 | $128,478 | $209,336-38.6% | $197,124-34.8% | $137,256-6.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.06% | 48.09%-41.0pp | 44.34%-37.3pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $45,430 | $9,614+372.5% | $9,135+397.3% | $6,407+609.1% |
| Admin fee / account holder | $374 | $17,308-97.8% | $16,298-97.7% | $12,270-96.9% |