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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 | $195,068 | $175,259+11.3% | $149,723+30.3% | $139,487+39.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.49% | 166.82%-156.3pp | 134.50%-124.0pp | 373.84%-363.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,947 | $6,522+52.5% | $5,682+75.1% | $6,713+48.2% |
| Admin fee / account holder | $1,677 | $16,158-89.6% | $13,215-87.3% | $11,407-85.3% |