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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 | $71,574 | $97,125-26.3% | $86,233-17.0% | $137,256-47.9% |
| Participation rate | 89.5% | 74.2%+15.3pp | 69.0%+20.5pp | 80.0%+9.5pp |
| Annual return | 9.38% | 74.19%-64.8pp | 61.39%-52.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,215 | $5,180+20.0% | $4,559+36.3% | $6,407-3.0% |
| Admin fee / account holder | $19,045 | $9,725+95.8% | $8,342+128.3% | $12,270+55.2% |