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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 | $189,697 | $185,905+2.0% | $170,057+11.5% | $139,487+36.0% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 10.89% | 60.56%-49.7pp | 53.42%-42.5pp | 373.84%-363.0pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,929 | $11,627-57.6% | $10,411-52.7% | $6,713-26.6% |
| Admin fee / account holder | $4,835 | $15,397-68.6% | $12,826-62.3% | $11,407-57.6% |