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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 | $133,100 | $100,060+33.0% | $149,721-11.1% | $70,126+89.8% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.1%-8.5pp | 69.5%+9.0pp |
| Annual return | 12.89% | 27.46%-14.6pp | 1501.67%-1488.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,750 | $4,982-24.7% | $6,568-42.9% | $3,332+12.6% |
| Admin fee / account holder | $7,338 | $8,285-11.4% | $11,282-35.0% | $4,645+58.0% |