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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 | $159,934-18.2% | $147,005-11.0% | $145,959-10.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.88% | 98.24%-89.4pp | 418.76%-409.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,020 | $5,287-80.7% | $4,934-79.3% | $4,661-78.1% |
| Participant deferral / active EE | $3,206 | $8,427-62.0% | $8,070-60.3% | $6,689-52.1% |
| Admin fee / account holder | $15,406 | $15,053+2.3% | $13,006+18.5% | $13,398+15.0% |