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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 | $158,404 | $108,911+45.4% | $100,392+57.8% | $145,884+8.6% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 9.51% | 58.23%-48.7pp | 49.45%-39.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,241 | $8,459+21.1% | $8,090+26.6% | $6,690+53.1% |
| Admin fee / account holder | $4,070 | $9,698-58.0% | $7,904-48.5% | $13,392-69.6% |