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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 | $102,469 | $144,130-28.9% | $117,861-13.1% | $147,586-30.6% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 7.69% | 531.20%-523.5pp | 335.11%-327.4pp | 578.59%-570.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,442 | $5,316+2.4% | $4,482+21.4% | $5,439+0.1% |
| Admin fee / account holder | $415 | $10,887-96.2% | $8,021-94.8% | $10,886-96.2% |