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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 | $136,004 | $124,425+9.3% | $112,040+21.4% | $137,256-0.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.76% | 24.72%-15.0pp | 24.52%-14.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,000 | $5,718-47.5% | $5,098-41.1% | $6,407-53.2% |
| Admin fee / account holder | $65,555 | $15,207+331.1% | $12,098+441.9% | $12,270+434.3% |