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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 | $98,116 | $98,776-0.7% | $149,745-34.5% | $79,856+22.9% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.7pp |
| Annual return | 2.29% | 27.38%-25.1pp | 276.72%-274.4pp | 31.71%-29.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,609 | $5,681-1.3% | $6,843-18.0% | $3,741+49.9% |
| Admin fee / account holder | $10,353 | $6,053+71.0% | $9,312+11.2% | $5,306+95.1% |