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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 | $224,564 | $209,336+7.3% | $197,124+13.9% | $137,256+63.6% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 11.39% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $710 | $6,591-89.2% | $6,227-88.6% | $4,156-82.9% |
| Participant deferral / active EE | $7,135 | $9,614-25.8% | $9,135-21.9% | $6,407+11.4% |
| Admin fee / account holder | $10,106 | $17,308-41.6% | $16,298-38.0% | $12,270-17.6% |