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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 | $111,660 | $157,276-29.0% | $141,177-20.9% | $152,885-27.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 11.28% | 64.33%-53.1pp | 71.40%-60.1pp | 345.39%-334.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,105 | $7,110+28.1% | $6,710+35.7% | $5,851+55.6% |
| Admin fee / account holder | $1,465 | $12,123-87.9% | $10,263-85.7% | $11,598-87.4% |