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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 | $86,529 | $105,210-17.8% | $159,487-45.7% | $85,851+0.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 11.65% | 45.08%-33.4pp | 263.71%-252.1pp | 318.63%-307.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,689 | $5,946+29.3% | $7,354+4.6% | $3,952+94.5% |
| Admin fee / account holder | $12,236 | $6,934+76.5% | $10,804+13.3% | $6,261+95.4% |