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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 | $130,255 | $156,398-16.7% | $147,318-11.6% | $138,895-6.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 11.69% | 78.75%-67.1pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,853 | $8,237+7.5% | $7,906+12.0% | $6,396+38.4% |
| Admin fee / account holder | $8,966 | $14,976-40.1% | $13,708-34.6% | $12,562-28.6% |