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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 | $203,988 | $157,296+29.7% | $141,191+44.5% | $152,897+33.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 8.39% | 64.34%-55.9pp | 71.41%-63.0pp | 345.43%-337.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,116 | $7,111+14.1% | $6,710+21.0% | $5,851+38.7% |
| Admin fee / account holder | $161,366 | $12,125+1230.9% | $10,264+1472.1% | $11,599+1291.2% |