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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 | $166,594 | $117,846+41.4% | $102,434+62.6% | $145,884+14.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.25% | 31.90%-23.6pp | 29.46%-21.2pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,051 | $5,733-11.9% | $5,055-0.1% | $6,690-24.5% |
| Admin fee / account holder | $39,754 | $13,356+197.7% | $9,462+320.1% | $13,392+196.9% |