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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 | $101,038 | $105,145-3.9% | $94,664+6.7% | $139,466-27.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 9.92% | 38.09%-28.2pp | 156.84%-146.9pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,892 | $7,599+43.3% | $7,417+46.8% | $6,712+62.3% |
| Admin fee / account holder | $9,980 | $8,972+11.2% | $7,222+38.2% | $11,409-12.5% |