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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 | $114,947 | $160,070-28.2% | $147,117-21.9% | $145,897-21.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 9.13% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,187 | $8,419+21.0% | $8,065+26.3% | $6,689+52.3% |
| Admin fee / account holder | $44,769 | $15,035+197.8% | $12,993+244.6% | $13,390+234.3% |