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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 | $111,245 | $58,493+90.2% | $84,023+32.4% | $72,976+52.4% |
| Participation rate | 79.4% | 61.2%+18.2pp | 69.0%+10.4pp | 69.5%+9.9pp |
| Annual return | 16.08% | 28.93%-12.9pp | 71.32%-55.2pp | 81.02%-64.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,656 | $2,394+261.6% | $3,239+167.2% | $3,608+139.9% |
| Admin fee / account holder | $18,886 | $4,569+313.4% | $6,102+209.5% | $5,124+268.6% |