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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 | $147,251 | $160,070-8.0% | $147,117+0.1% | $145,897+0.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.07% | 98.69%-90.6pp | 420.54%-412.5pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,509 | $8,419+72.3% | $8,065+79.9% | $6,689+116.9% |
| Admin fee / account holder | $1,592 | $15,035-89.4% | $12,993-87.8% | $13,390-88.1% |