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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 | $86,631 | $105,200-17.7% | $159,474-45.7% | $85,847+0.9% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.8%-8.3pp | 69.3%+5.2pp |
| Annual return | 10.62% | 45.08%-34.5pp | 263.68%-253.1pp | 318.61%-308.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,696 | $5,946-37.8% | $7,353-49.7% | $3,952-6.5% |
| Admin fee / account holder | $2,256 | $6,934-67.5% | $10,802-79.1% | $6,261-64.0% |