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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 | $162,087 | $174,379-7.0% | $152,093+6.6% | $138,895+16.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 10.00% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,798 | $6,159-38.3% | $5,451-30.3% | $6,396-40.6% |
| Admin fee / account holder | $4,529 | $16,880-73.2% | $14,497-68.8% | $12,562-63.9% |