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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 | $87,653 | $160,070-45.2% | $147,117-40.4% | $145,897-39.9% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.29% | 98.69%-89.4pp | 420.54%-411.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,038 | $8,419-40.2% | $8,065-37.5% | $6,689-24.7% |
| Admin fee / account holder | $109,218 | $15,035+626.4% | $12,993+740.6% | $13,390+715.6% |