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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 | $184,014 | $180,749+1.8% | $160,784+14.4% | $137,256+34.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 10.00% | 2234.46%-2224.5pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,567 | $6,844+142.1% | $6,293+163.3% | $6,407+158.6% |
| Admin fee / account holder | $36,354 | $10,397+249.7% | $9,717+274.1% | $12,270+196.3% |