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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 | $137,741 | $105,200+30.9% | $159,474-13.6% | $85,847+60.5% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 12.04% | 45.08%-33.0pp | 263.68%-251.6pp | 318.61%-306.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,838 | $5,946+31.8% | $7,353+6.6% | $3,952+98.3% |
| Admin fee / account holder | $6,592 | $6,934-4.9% | $10,802-39.0% | $6,261+5.3% |