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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 | $136,904 | $171,867-20.3% | $149,718-8.6% | $147,585-7.2% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 8.76% | 2113.36%-2104.6pp | 1501.70%-1492.9pp | 578.57%-569.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,762 | $7,270+34.3% | $6,568+48.6% | $5,439+79.5% |
| Admin fee / account holder | $6,417 | $13,799-53.5% | $11,283-43.1% | $10,885-41.0% |