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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 | $130,822 | $160,070-18.3% | $147,117-11.1% | $145,897-10.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 8.88% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,020 | $5,285-80.7% | $4,932-79.3% | $4,663-78.1% |
| Participant deferral / active EE | $3,206 | $8,419-61.9% | $8,065-60.2% | $6,689-52.1% |
| Admin fee / account holder | $15,406 | $15,035+2.5% | $12,993+18.6% | $13,390+15.1% |