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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 | $227,489 | $148,629+53.1% | $135,982+67.3% | $139,487+63.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 8.45% | 79.33%-70.9pp | 68.32%-59.9pp | 373.84%-365.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,831 | $8,102+21.3% | $7,760+26.7% | $6,713+46.5% |
| Admin fee / account holder | $28,073 | $12,406+126.3% | $10,767+160.7% | $11,407+146.1% |