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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 | $204,803 | $160,028+28.0% | $147,080+39.2% | $145,884+40.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.71% | 98.60%-92.9pp | 420.17%-414.5pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,853 | $8,422-30.5% | $8,066-27.4% | $6,690-12.5% |
| Admin fee / account holder | $241,721 | $15,030+1508.3% | $12,989+1761.0% | $13,392+1705.0% |