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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 | $113,861 | $165,361-31.1% | $149,715-23.9% | $158,950-28.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 7.59% | 348.24%-340.6pp | 276.66%-269.1pp | 302.91%-295.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,506 | $7,182-23.3% | $6,842-19.5% | $5,983-8.0% |
| Admin fee / account holder | $59,135 | $10,808+447.1% | $9,310+535.2% | $11,248+425.7% |