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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 | $241,342 | $165,399+45.9% | $149,745+61.2% | $158,982+51.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 2.79% | 348.34%-345.5pp | 276.72%-273.9pp | 302.99%-300.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,007 | $7,183+67.2% | $6,843+75.5% | $5,983+100.7% |
| Admin fee / account holder | $170,422 | $10,811+1476.4% | $9,312+1730.2% | $11,252+1414.7% |