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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 | $201,871 | $212,386-5.0% | $199,883+1.0% | $138,895+45.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 8.86% | 47.75%-38.9pp | 43.81%-35.0pp | 145.39%-136.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,807 | $9,617+74.8% | $9,138+83.9% | $6,396+162.8% |
| Admin fee / account holder | $7,787 | $18,233-57.3% | $17,268-54.9% | $12,562-38.0% |