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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 | $117,362 | $176,105-33.4% | $159,474-26.4% | $167,536-29.9% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 8.99% | 331.91%-322.9pp | 263.68%-254.7pp | 478.82%-469.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,570 | $7,751+49.3% | $7,353+57.3% | $6,342+82.4% |
| Admin fee / account holder | $33,723 | $12,559+168.5% | $10,802+212.2% | $12,315+173.9% |