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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 | $163,364 | $85,766+90.5% | $136,297+19.9% | $70,131+132.9% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.6pp |
| Annual return | 13.92% | 31.45%-17.5pp | 5156.16%-5142.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,683 | $5,051+52.1% | $6,247+23.0% | $3,332+130.6% |
| Admin fee / account holder | $7,432 | $5,420+37.1% | $9,244-19.6% | $4,645+60.0% |