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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 | $144,900 | $81,208+78.4% | $98,916+46.5% | $79,858+81.4% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 8.94% | 60.99%-52.1pp | 196.45%-187.5pp | 31.72%-22.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,671 | $3,265-18.2% | $4,245-37.1% | $3,740-28.6% |
| Admin fee / account holder | $15,605 | $6,013+159.5% | $6,642+134.9% | $5,306+194.1% |