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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 | $137,936 | $160,028-13.8% | $147,080-6.2% | $145,884-5.4% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 8.87% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,864 | $8,422-66.0% | $8,066-64.5% | $6,690-57.2% |
| Admin fee / account holder | $10,690 | $15,030-28.9% | $12,989-17.7% | $13,392-20.2% |