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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 | $129,388 | $150,447-14.0% | $136,298-5.1% | $147,586-12.3% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 9.74% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,918 | $6,631-10.8% | $6,247-5.3% | $5,439+8.8% |
| Admin fee / account holder | $10,481 | $10,906-3.9% | $9,244+13.4% | $10,886-3.7% |