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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 | $56,466 | $160,070-64.7% | $147,117-61.6% | $145,897-61.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 7.74% | 98.69%-90.9pp | 420.54%-412.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,914 | $8,419-6.0% | $8,065-1.9% | $6,689+18.3% |
| Admin fee / account holder | $2,279 | $15,035-84.8% | $12,993-82.5% | $13,390-83.0% |