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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 | $159,934-13.8% | $147,005-6.2% | $145,959-5.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 8.87% | 98.24%-89.4pp | 418.76%-409.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,864 | $8,427-66.0% | $8,070-64.5% | $6,689-57.2% |
| Admin fee / account holder | $10,690 | $15,053-29.0% | $13,006-17.8% | $13,398-20.2% |