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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 | $85,110 | $88,754-4.1% | $81,820+4.0% | $145,877-41.7% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 9.06% | 1031.77%-1022.7pp | 777.93%-768.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,205 | $4,648+33.5% | $4,323+43.5% | $6,691-7.3% |
| Admin fee / account holder | $9,974 | $8,424+18.4% | $7,391+35.0% | $13,402-25.6% |