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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 | $126,567 | $160,028-20.9% | $147,080-13.9% | $145,884-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.90% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,460 | $8,422+24.2% | $8,066+29.7% | $6,690+56.4% |
| Admin fee / account holder | $1,181 | $15,030-92.1% | $12,989-90.9% | $13,392-91.2% |