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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 | $208,486 | $102,382+103.6% | $147,005+41.8% | $80,874+157.8% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.2%-7.5pp | 67.6%+7.1pp |
| Annual return | 8.42% | 134.89%-126.5pp | 418.76%-410.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,358 | $6,646+131.1% | $8,070+90.3% | $4,297+257.4% |
| Admin fee / account holder | $5,610 | $7,942-29.4% | $13,006-56.9% | $6,935-19.1% |