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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 | $201,736 | $183,592+9.9% | $155,574+29.7% | $145,877+38.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.50% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,500 | $6,466+155.2% | $5,629+193.1% | $6,691+146.6% |
| Admin fee / account holder | $3,137 | $19,316-83.8% | $15,914-80.3% | $13,402-76.6% |