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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 | $243,830 | $63,346+284.9% | $92,240+164.3% | $70,126+247.7% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 10.71% | 530.19%-519.5pp | 176.29%-165.6pp | 73.15%-62.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,026 | $2,854+146.2% | $3,897+80.3% | $3,332+110.9% |
| Admin fee / account holder | $28,754 | $3,841+648.7% | $5,194+453.6% | $4,645+519.0% |