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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 | $105,195-17.7% | $159,450-45.7% | $85,854+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 | 263.60%-251.9pp | 318.56%-306.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,689 | $5,946+29.3% | $7,352+4.6% | $3,952+94.6% |
| Admin fee / account holder | $12,236 | $6,934+76.5% | $10,800+13.3% | $6,260+95.5% |