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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 | $116,438 | $85,766+35.8% | $136,298-14.6% | $70,126+66.0% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 12.28% | 31.46%-19.2pp | 5156.27%-5144.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,937 | $5,051-22.1% | $6,247-37.0% | $3,332+18.2% |
| Admin fee / account holder | $19,125 | $5,421+252.8% | $9,244+106.9% | $4,645+311.7% |