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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 | $86,765 | $112,112-22.6% | $95,956-9.6% | $158,950-45.4% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 5.20% | 171.15%-165.9pp | 91.63%-86.4pp | 302.91%-297.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,058 | $4,784-15.2% | $4,167-2.6% | $5,983-32.2% |
| Admin fee / account holder | $16,816 | $10,134+65.9% | $6,797+147.4% | $11,248+49.5% |