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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 | $115,022 | $154,228-25.4% | $145,433-20.9% | $137,256-16.2% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 10.65% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,040 | $8,216-2.2% | $7,897+1.8% | $6,407+25.5% |
| Admin fee / account holder | $25,759 | $14,344+79.6% | $13,129+96.2% | $12,270+109.9% |