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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 | $136,197 | $98,776+37.9% | $149,745-9.0% | $79,856+70.6% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.1pp |
| Annual return | 9.77% | 27.38%-17.6pp | 276.72%-266.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,854 | $5,681-49.8% | $6,843-58.3% | $3,741-23.7% |
| Admin fee / account holder | $32,181 | $6,053+431.7% | $9,312+245.6% | $5,306+506.5% |