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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 | $121,582 | $155,555-21.8% | $146,866-17.2% | $155,188-21.7% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 10.54% | 115.41%-104.9pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,959 | $8,044+23.8% | $7,759+28.4% | $6,531+52.5% |
| Admin fee / account holder | $2,886 | $14,755-80.4% | $13,620-78.8% | $14,480-80.1% |