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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 | $68,338 | $115,780-41.0% | $101,255-32.5% | $158,931-57.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 4.83% | 56.14%-51.3pp | 46.48%-41.6pp | 302.86%-298.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,663 | $4,958+74.8% | $4,370+98.2% | $5,982+44.8% |
| Admin fee / account holder | $180,874 | $7,246+2396.2% | $5,946+2941.9% | $11,247+1508.2% |