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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 | $150,306 | $111,535+34.8% | $105,223+42.8% | $137,256+9.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 8.59% | 237.85%-229.3pp | 180.65%-172.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $741 | $3,939-81.2% | $3,689-79.9% | $4,156-82.2% |
| Participant deferral / active EE | $1,477 | $5,500-73.2% | $5,072-70.9% | $6,407-77.0% |
| Admin fee / account holder | $1,140 | $9,721-88.3% | $8,859-87.1% | $12,270-90.7% |