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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 | $78,585 | $144,130-45.5% | $117,861-33.3% | $147,586-46.8% |
| Participation rate | 76.2% | 83.4%-7.2pp | 79.7%-3.5pp | 82.8%-6.6pp |
| Annual return | 8.52% | 531.20%-522.7pp | 335.11%-326.6pp | 578.59%-570.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,763 | $5,316-29.2% | $4,482-16.0% | $5,439-30.8% |
| Admin fee / account holder | $7,377 | $10,887-32.2% | $8,021-8.0% | $10,886-32.2% |