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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 | $169,502 | $157,304+7.8% | $141,197+20.0% | $152,909+10.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 3.94% | 64.34%-60.4pp | 71.41%-67.5pp | 345.46%-341.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,059 | $7,111-14.8% | $6,710-9.7% | $5,851+3.5% |
| Admin fee / account holder | $41,295 | $12,126+240.6% | $10,265+302.3% | $11,601+256.0% |