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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 | $103,012 | $102,595+0.4% | $94,057+9.5% | $154,746-33.4% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 80.7%+13.4pp |
| Annual return | 9.14% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,719 | $5,118-7.8% | $4,709+0.2% | $6,730-29.9% |
| Admin fee / account holder | $575 | $7,736-92.6% | $7,244-92.1% | $14,365-96.0% |