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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 | $210,373 | $152,612+37.8% | $125,192+68.0% | $152,897+37.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 1.58% | 54.85%-53.3pp | 43.79%-42.2pp | 345.43%-343.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,080 | $5,868-30.5% | $4,937-17.4% | $5,851-30.3% |
| Admin fee / account holder | $4,317 | $13,437-67.9% | $9,704-55.5% | $11,599-62.8% |