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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 | $175,418 | $148,623+18.0% | $135,974+29.0% | $139,466+25.8% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 7.42% | 79.30%-71.9pp | 68.30%-60.9pp | 373.66%-366.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,546 | $8,103-56.2% | $7,760-54.3% | $6,712-47.2% |
| Admin fee / account holder | $1,196,929 | $12,406+9548.2% | $10,767+11017.1% | $11,409+10391.4% |