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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 | $86,311 | $106,008-18.6% | $92,240-6.4% | $147,586-41.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 9.68% | 50.05%-40.4pp | 176.29%-166.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,220 | $4,478-5.8% | $3,897+8.3% | $5,439-22.4% |
| Admin fee / account holder | $619 | $6,333-90.2% | $5,194-88.1% | $10,886-94.3% |