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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 | $131,187 | $162,136-19.1% | $152,301-13.9% | $154,746-15.2% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 9.04% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,661 | $8,341-44.1% | $8,004-41.8% | $6,730-30.8% |
| Admin fee / account holder | $26,059 | $15,759+65.4% | $14,398+81.0% | $14,365+81.4% |