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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 | $236,158 | $124,425+89.8% | $112,040+110.8% | $137,256+72.1% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 7.19% | 24.72%-17.5pp | 24.52%-17.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,202 | $5,718-26.5% | $5,098-17.6% | $6,407-34.4% |
| Admin fee / account holder | $104,713 | $15,207+588.6% | $12,098+765.5% | $12,270+753.4% |