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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 | $108,338 | $160,028-32.3% | $147,080-26.3% | $145,884-25.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.33% | 98.60%-91.3pp | 420.17%-412.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,582 | $8,422-45.6% | $8,066-43.2% | $6,690-31.5% |
| Admin fee / account holder | $105,251 | $15,030+600.3% | $12,989+710.3% | $13,392+685.9% |