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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 | $142,186 | $148,623-4.3% | $135,974+4.6% | $139,466+2.0% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.1pp |
| Annual return | 11.62% | 79.30%-67.7pp | 68.30%-56.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,584 | $8,103+18.3% | $7,760+23.5% | $6,712+42.8% |
| Admin fee / account holder | $19,565 | $12,406+57.7% | $10,767+81.7% | $11,409+71.5% |