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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 | $225,187 | $135,956+65.6% | $123,894+81.8% | $273,972-17.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.88% | 56.63%-53.8pp | 47.52%-44.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,250 | $6,343-33.0% | $5,984-29.0% | $5,287-19.6% |
| Admin fee / account holder | $11,079 | $9,817+12.8% | $8,357+32.6% | $10,133+9.3% |