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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 | $174,353 | $114,119+52.8% | $107,187+62.7% | $138,895+25.5% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 10.61% | 273.21%-262.6pp | 204.55%-193.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,071 | $5,538+27.7% | $5,096+38.8% | $6,396+10.6% |
| Admin fee / account holder | $76,917 | $10,024+667.4% | $9,162+739.5% | $12,562+512.3% |