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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 | $104,235 | $105,198-0.9% | $159,455-34.6% | $85,856+21.4% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 11.47% | 45.08%-33.6pp | 263.63%-252.2pp | 318.58%-307.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,705 | $5,946-20.9% | $7,353-36.0% | $3,952+19.1% |
| Admin fee / account holder | $7,560 | $6,934+9.0% | $10,800-30.0% | $6,261+20.8% |