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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 | $197,839 | $223,823-11.6% | $211,142-6.3% | $154,746+27.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.30% | 50.39%-41.1pp | 46.84%-37.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,626 | $9,750-1.3% | $9,284+3.7% | $6,730+43.0% |
| Admin fee / account holder | $156,313 | $19,707+693.2% | $19,076+719.4% | $14,365+988.1% |