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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 | $223,644 | $102,382+118.4% | $147,005+52.1% | $80,874+176.5% |
| Participation rate | 75.9% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 11.43% | 134.89%-123.5pp | 418.76%-407.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,241 | $6,646+8.9% | $8,070-10.3% | $4,297+68.5% |
| Admin fee / account holder | $29,662 | $7,942+273.5% | $13,006+128.1% | $6,935+327.7% |