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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 | $72,380 | $150,446-51.9% | $136,297-46.9% | $147,585-51.0% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 10.20% | 1049.14%-1038.9pp | 5156.19%-5146.0pp | 578.58%-568.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,866 | $6,631-56.8% | $6,247-54.1% | $5,439-47.3% |
| Admin fee / account holder | $4,078 | $10,906-62.6% | $9,244-55.9% | $10,886-62.5% |