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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 | $159,978-30.0% | $147,041-23.8% | $145,978-23.3% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 7.74% | 98.36%-90.6pp | 419.21%-411.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,130 | $8,429-15.4% | $8,071-11.7% | $6,690+6.6% |
| Admin fee / account holder | $4,020 | $15,053-73.3% | $13,006-69.1% | $13,400-70.0% |