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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 | $152,097 | $125,797+20.9% | $170,057-10.6% | $75,177+102.3% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.0%-10.1pp | 67.2%+9.7pp |
| Annual return | 10.14% | 27.20%-17.1pp | 53.42%-43.3pp | 160.75%-150.6pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,100 | $6,838-40.0% | $10,411-60.6% | $4,126-0.6% |
| Admin fee / account holder | $4,758 | $8,177-41.8% | $12,826-62.9% | $5,651-15.8% |