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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 | $148,710 | $98,776+50.6% | $149,745-0.7% | $79,856+86.2% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 6.29% | 27.38%-21.1pp | 276.72%-270.4pp | 31.71%-25.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,718 | $5,681-52.2% | $6,843-60.3% | $3,741-27.3% |
| Admin fee / account holder | $3,517 | $6,053-41.9% | $9,312-62.2% | $5,306-33.7% |