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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 | $65,019 | $148,629-56.3% | $135,982-52.2% | $139,487-53.4% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 3.33% | 79.33%-76.0pp | 68.32%-65.0pp | 373.84%-370.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,927 | $8,102+59.6% | $7,760+66.6% | $6,713+92.6% |
| Admin fee / account holder | $20,592 | $12,406+66.0% | $10,767+91.2% | $11,407+80.5% |