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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 | $152,586 | $148,623+2.7% | $135,974+12.2% | $139,466+9.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.31% | 79.30%-73.0pp | 68.30%-62.0pp | 373.66%-367.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,442 | $8,103-57.5% | $7,760-55.6% | $6,712-48.7% |
| Admin fee / account holder | $7,632 | $12,406-38.5% | $10,767-29.1% | $11,409-33.1% |