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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 | $98,204 | $165,361-40.6% | $149,715-34.4% | $158,950-38.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 6.70% | 348.24%-341.5pp | 276.66%-270.0pp | 302.91%-296.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,224 | $7,182-13.3% | $6,842-9.0% | $5,983+4.0% |
| Admin fee / account holder | $11,885 | $10,808+10.0% | $9,310+27.7% | $11,248+5.7% |