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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 | $191,966 | $183,978+4.3% | $162,171+18.4% | $152,885+25.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 5.03% | 150.78%-145.8pp | 115.60%-110.6pp | 345.39%-340.4pp |
| Employer contribution / active EE | $739 | $6,370-88.4% | $5,613-86.8% | $4,763-84.5% |
| Participant deferral / active EE | $2,969 | $8,033-63.0% | $7,297-59.3% | $5,851-49.3% |
| Admin fee / account holder | $8,328 | $13,122-36.5% | $10,843-23.2% | $11,598-28.2% |