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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 | $81,740 | $58,234+40.4% | $81,783-0.1% | $80,874+1.1% |
| Participation rate | 72.0% | 63.4%+8.6pp | 72.4%-0.4pp | 67.6%+4.4pp |
| Annual return | 10.22% | 41.70%-31.5pp | 775.05%-764.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,249 | $3,283+29.4% | $4,320-1.7% | $4,297-1.1% |
| Admin fee / account holder | $10,964 | $4,982+120.1% | $7,380+48.6% | $6,935+58.1% |