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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 | $205,238 | $124,346+65.1% | $111,308+84.4% | $167,536+22.5% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 8.61% | 37.45%-28.8pp | 54.67%-46.1pp | 478.82%-470.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,086 | $5,182+56.1% | $4,487+80.2% | $6,342+27.5% |
| Admin fee / account holder | $31,660 | $10,621+198.1% | $7,965+297.5% | $12,315+157.1% |