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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 | $190,527 | $93,617+103.5% | $135,982+40.1% | $75,177+153.4% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 11.01% | 30.89%-19.9pp | 68.32%-57.3pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $18,229 | $6,406+184.6% | $7,760+134.9% | $4,126+341.8% |
| Admin fee / account holder | $15,557 | $6,980+122.9% | $10,767+44.5% | $5,651+175.3% |