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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 | $117,720 | $152,619-22.9% | $125,195-6.0% | $152,909-23.0% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 6.27% | 54.85%-48.6pp | 43.79%-37.5pp | 345.46%-339.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,098 | $5,869-64.3% | $4,937-57.5% | $5,851-64.1% |
| Admin fee / account holder | $11,684 | $13,437-13.1% | $9,704+20.4% | $11,601+0.7% |