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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 | $175,811 | $154,228+14.0% | $145,433+20.9% | $137,256+28.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.09% | 74.59%-71.5pp | 66.58%-63.5pp | 220.34%-217.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,900 | $8,216+130.0% | $7,897+139.3% | $6,407+195.0% |
| Admin fee / account holder | $1,621 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |