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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 | $212,386-8.1% | $199,883-2.4% | $138,895+40.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 10.60% | 47.75%-37.1pp | 43.81%-33.2pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,118 | $9,617-46.8% | $9,138-44.0% | $6,396-20.0% |
| Admin fee / account holder | $25,848 | $18,233+41.8% | $17,268+49.7% | $12,562+105.8% |