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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 | $81,211 | $93,345-13.0% | $119,126-31.8% | $87,485-7.2% |
| Participation rate | 78.9% | 68.7%+10.2pp | 75.8%+3.2pp | 68.9%+10.0pp |
| Annual return | 8.61% | 19.08%-10.5pp | 282.11%-273.5pp | 26.06%-17.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,793 | $4,099+41.3% | $5,318+8.9% | $4,274+35.6% |
| Admin fee / account holder | $66,648 | $8,039+729.1% | $10,693+523.3% | $7,775+757.2% |