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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 | $183,875 | $148,629+23.7% | $135,982+35.2% | $139,487+31.8% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 11.34% | 79.33%-68.0pp | 68.32%-57.0pp | 373.84%-362.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,388 | $8,102+3.5% | $7,760+8.1% | $6,713+25.0% |
| Admin fee / account holder | $16,095 | $12,406+29.7% | $10,767+49.5% | $11,407+41.1% |