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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 | $172,284 | $217,432-20.8% | $185,849-7.3% | $167,536+2.8% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 8.24% | 148.42%-140.2pp | 122.10%-113.9pp | 478.82%-470.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,000 | $6,357+41.6% | $5,569+61.6% | $6,342+41.9% |
| Admin fee / account holder | $16,091 | $19,818-18.8% | $16,244-0.9% | $12,315+30.7% |