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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 | $96,817 | $157,304-38.5% | $141,197-31.4% | $152,909-36.7% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 13.86% | 64.34%-50.5pp | 71.41%-57.5pp | 345.46%-331.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,945 | $7,111+25.8% | $6,710+33.3% | $5,851+52.9% |
| Admin fee / account holder | $20,432 | $12,126+68.5% | $10,265+99.0% | $11,601+76.1% |