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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 | $170,153 | $157,304+8.2% | $141,197+20.5% | $152,909+11.3% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.5%-8.8pp |
| Annual return | 14.15% | 64.34%-50.2pp | 71.41%-57.3pp | 345.46%-331.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,767 | $7,111-33.0% | $6,710-29.0% | $5,851-18.5% |
| Admin fee / account holder | $1,739 | $12,126-85.7% | $10,265-83.1% | $11,601-85.0% |