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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 | $126,661+7.4% | $113,397+19.9% | $138,895-2.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.76% | 25.05%-15.3pp | 23.20%-13.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,000 | $5,693-47.3% | $5,076-40.9% | $6,396-53.1% |
| Admin fee / account holder | $65,555 | $14,549+350.6% | $11,957+448.3% | $12,562+421.8% |