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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 | $166,650 | $137,414+21.3% | $189,537-12.1% | $85,847+94.1% |
| Participation rate | 85.2% | 84.6%+0.6pp | 87.8%-2.6pp | 69.3%+15.9pp |
| Annual return | 5.71% | 38.14%-32.4pp | 555.34%-549.6pp | 318.61%-312.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,222 | $6,260-32.6% | $8,220-48.6% | $3,952+6.8% |
| Admin fee / account holder | $5,391 | $8,630-37.5% | $12,048-55.3% | $6,261-13.9% |