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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 | $150,432 | $98,766+52.3% | $149,730+0.5% | $79,852+88.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 9.83% | 27.43%-17.6pp | 276.70%-266.9pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,810 | $5,681+72.7% | $6,843+43.4% | $3,740+162.3% |
| Admin fee / account holder | $1,807 | $6,052-70.1% | $9,310-80.6% | $5,306-65.9% |