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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 | $109,712 | $176,105-37.7% | $159,474-31.2% | $167,536-34.5% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 6.97% | 331.91%-324.9pp | 263.68%-256.7pp | 478.82%-471.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,065 | $7,751+29.8% | $7,353+36.9% | $6,342+58.7% |
| Admin fee / account holder | $12,880 | $12,559+2.6% | $10,802+19.2% | $12,315+4.6% |