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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 | $154,306 | $165,361-6.7% | $149,715+3.1% | $158,950-2.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.82% | 348.24%-340.4pp | 276.66%-268.8pp | 302.91%-295.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,109 | $7,182-14.9% | $6,842-10.7% | $5,983+2.1% |
| Admin fee / account holder | $13,076 | $10,808+21.0% | $9,310+40.5% | $11,248+16.2% |