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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 | $211,752 | $160,070+32.3% | $147,117+43.9% | $145,897+45.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 7.43% | 98.69%-91.3pp | 420.54%-413.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,403 | $8,419-12.1% | $8,065-8.2% | $6,689+10.7% |
| Admin fee / account holder | $92,669 | $15,035+516.3% | $12,993+613.2% | $13,390+592.1% |