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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 | $112,019 | $160,040-30.0% | $147,096-23.8% | $145,877-23.2% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 7.74% | 98.49%-90.8pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,130 | $8,429-15.4% | $8,071-11.7% | $6,691+6.6% |
| Admin fee / account holder | $4,020 | $15,050-73.3% | $13,005-69.1% | $13,402-70.0% |