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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 | $36,642 | $166,131-77.9% | $164,975-77.8% | $145,877-74.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 8.32% | 100.37%-92.0pp | 70.12%-61.8pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,557 | $6,962-48.9% | $6,033-41.0% | $6,691-46.8% |
| Admin fee / account holder | $5,737 | $16,648-65.5% | $12,688-54.8% | $13,402-57.2% |