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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 | $166,876 | $70,366+137.2% | $66,674+150.3% | $138,895+20.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 12.81% | 386.41%-373.6pp | 321.24%-308.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,383 | $4,374+0.2% | $4,084+7.3% | $6,396-31.5% |
| Admin fee / account holder | $7,841 | $5,262+49.0% | $5,098+53.8% | $12,562-37.6% |