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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 | $150,803 | $100,970+49.4% | $96,576+56.1% | $137,256+9.9% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 11.03% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,535 | $8,286+75.4% | $7,956+82.7% | $6,407+126.9% |
| Admin fee / account holder | $80,680 | $11,312+613.2% | $11,381+608.9% | $12,270+557.5% |