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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 | $136,310 | $157,296-13.3% | $141,191-3.5% | $152,897-10.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 14.33% | 64.34%-50.0pp | 71.41%-57.1pp | 345.43%-331.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,938 | $7,111+53.8% | $6,710+63.0% | $5,851+86.9% |
| Admin fee / account holder | $7,640 | $12,125-37.0% | $10,264-25.6% | $11,599-34.1% |