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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 | $169,710 | $202,342-16.1% | $172,753-1.8% | $152,909+11.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 8.78% | 1029.88%-1021.1pp | 803.00%-794.2pp | 345.46%-336.7pp |
| Employer contribution / active EE | $701 | $5,857-88.0% | $5,144-86.4% | $4,764-85.3% |
| Participant deferral / active EE | $5,366 | $5,948-9.8% | $5,198+3.2% | $5,851-8.3% |
| Admin fee / account holder | $2,963 | $17,112-82.7% | $13,956-78.8% | $11,601-74.5% |