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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 | $73,486 | $144,130-49.0% | $117,861-37.7% | $147,586-50.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 5.62% | 531.20%-525.6pp | 335.11%-329.5pp | 578.59%-573.0pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,883 | $5,316-27.0% | $4,482-13.4% | $5,439-28.6% |
| Admin fee / account holder | $12,251 | $10,887+12.5% | $8,021+52.7% | $10,886+12.5% |