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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 | $102,422+103.6% | $147,117+41.7% | $80,959+157.5% |
| Participation rate | 74.7% | 75.9%-1.2pp | 82.2%-7.5pp | 67.7%+7.0pp |
| Annual return | 8.42% | 135.16%-126.7pp | 420.54%-412.1pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,358 | $6,652+130.9% | $8,065+90.4% | $4,300+257.1% |
| Admin fee / account holder | $5,610 | $7,953-29.5% | $12,993-56.8% | $6,925-19.0% |