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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 | $227,291-11.2% | $214,702-6.0% | $155,188+30.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.86% | 60.08%-51.2pp | 54.55%-45.7pp | 148.84%-140.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,807 | $9,582+75.4% | $9,147+83.7% | $6,531+157.3% |
| Admin fee / account holder | $7,787 | $20,413-61.9% | $19,830-60.7% | $14,480-46.2% |