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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 | $148,940 | $154,228-3.4% | $145,433+2.4% | $137,256+8.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.77% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $365 | $4,804-92.4% | $4,554-92.0% | $4,156-91.2% |
| Participant deferral / active EE | $9,396 | $8,216+14.4% | $7,897+19.0% | $6,407+46.7% |
| Admin fee / account holder | $112,416 | $14,344+683.7% | $13,129+756.2% | $12,270+816.2% |