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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 | $64,485 | $160,028-59.7% | $147,080-56.2% | $145,884-55.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.05% | 98.60%-91.5pp | 420.17%-413.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,693 | $8,422-8.7% | $8,066-4.6% | $6,690+15.0% |
| Admin fee / account holder | $17,731 | $15,030+18.0% | $12,989+36.5% | $13,392+32.4% |