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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 | $108,324 | $183,516-41.0% | $155,534-30.4% | $145,884-25.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 7.47% | 61.43%-54.0pp | 64.92%-57.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,269 | $6,467+12.4% | $5,630+29.1% | $6,690+8.7% |
| Admin fee / account holder | $108,724 | $19,293+463.5% | $15,900+583.8% | $13,392+711.9% |