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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 | $175,545 | $148,623+18.1% | $135,974+29.1% | $139,466+25.9% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.1pp |
| Annual return | 7.59% | 79.30%-71.7pp | 68.30%-60.7pp | 373.66%-366.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,108 | $8,103-49.3% | $7,760-47.1% | $6,712-38.8% |
| Admin fee / account holder | $4,706 | $12,406-62.1% | $10,767-56.3% | $11,409-58.8% |