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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 | $134,231 | $77,157+74.0% | $108,405+23.8% | $85,847+56.4% |
| Participation rate | 85.0% | 74.7%+10.3pp | 80.1%+4.9pp | 69.3%+15.7pp |
| Annual return | 12.50% | 44.55%-32.1pp | 905.55%-893.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,551 | $5,567-36.2% | $6,563-45.9% | $3,952-10.1% |
| Admin fee / account holder | $1,920 | $5,174-62.9% | $7,297-73.7% | $6,261-69.3% |