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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 | $87,787 | $102,595-14.4% | $94,057-6.7% | $154,746-43.3% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 80.7%-7.4pp |
| Annual return | 7.85% | 583.42%-575.6pp | 480.62%-472.8pp | 172.34%-164.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,613 | $5,118-29.4% | $4,709-23.3% | $6,730-46.3% |
| Admin fee / account holder | $16,081 | $7,736+107.9% | $7,244+122.0% | $14,365+11.9% |