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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 | $76,049 | $198,457-61.7% | $170,435-55.4% | $147,586-48.5% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 8.98% | 257.30%-248.3pp | 205.94%-197.0pp | 578.59%-569.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,583 | $5,629-36.4% | $4,939-27.5% | $5,439-34.1% |
| Admin fee / account holder | $62,883 | $16,852+273.1% | $13,881+353.0% | $10,886+477.7% |