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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 | $89,012 | $85,766+3.8% | $136,298-34.7% | $70,126+26.9% |
| Participation rate | 81.0% | 74.2%+6.8pp | 81.9%-1.0pp | 69.5%+11.4pp |
| Annual return | 13.93% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,650 | $5,051-7.9% | $6,247-25.6% | $3,332+39.6% |
| Admin fee / account holder | $3,393 | $5,421-37.4% | $9,244-63.3% | $4,645-27.0% |