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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 | $119,265 | $107,368+11.1% | $92,915+28.4% | $152,909-22.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 4.35% | 145.64%-141.3pp | 109.45%-105.1pp | 345.46%-341.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,833 | $4,848-41.6% | $4,238-33.1% | $5,851-51.6% |
| Admin fee / account holder | $740 | $7,082-89.6% | $5,796-87.2% | $11,601-93.6% |