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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 | $157,523 | $123,793+27.2% | $177,848-11.4% | $79,856+97.3% |
| Participation rate | 82.1% | 84.7%-2.5pp | 87.7%-5.6pp | 69.6%+12.5pp |
| Annual return | 8.34% | 22.82%-14.5pp | 48.33%-40.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,995 | $5,956-32.9% | $7,714-48.2% | $3,741+6.8% |
| Admin fee / account holder | $1,255 | $7,243-82.7% | $12,431-89.9% | $5,306-76.4% |