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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 | $85,484 | $152,619-44.0% | $125,195-31.7% | $152,909-44.1% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 0.04% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,123 | $5,869-46.8% | $4,937-36.7% | $5,851-46.6% |
| Admin fee / account holder | $2,152 | $13,437-84.0% | $9,704-77.8% | $11,601-81.4% |