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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 | $195,168 | $209,336-6.8% | $197,124-1.0% | $137,256+42.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 10.60% | 48.09%-37.5pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,118 | $9,614-46.8% | $9,135-44.0% | $6,407-20.1% |
| Admin fee / account holder | $25,848 | $17,308+49.3% | $16,298+58.6% | $12,270+110.7% |