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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 | $235,941 | $228,352+3.3% | $185,827+27.0% | $158,950+48.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.31% | 40.81%-37.5pp | 35.96%-32.6pp | 302.91%-299.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,083 | $6,416-67.5% | $5,633-63.0% | $5,983-65.2% |
| Admin fee / account holder | $10,715 | $11,867-9.7% | $9,502+12.8% | $11,248-4.7% |