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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 | $162,136+8.4% | $152,301+15.4% | $154,746+13.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.09% | 91.02%-87.9pp | 80.50%-77.4pp | 172.34%-169.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,900 | $8,341+126.6% | $8,004+136.1% | $6,730+180.8% |
| Admin fee / account holder | $1,621 | $15,759-89.7% | $14,398-88.7% | $14,365-88.7% |