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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 | $98,688 | $157,304-37.3% | $141,197-30.1% | $152,909-35.5% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 11.83% | 64.34%-52.5pp | 71.41%-59.6pp | 345.46%-333.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,135 | $7,111-13.7% | $6,710-8.6% | $5,851+4.8% |
| Admin fee / account holder | $699 | $12,126-94.2% | $10,265-93.2% | $11,601-94.0% |