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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 | $168,254 | $93,617+79.7% | $135,982+23.7% | $75,177+123.8% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 14.06% | 30.89%-16.8pp | 68.32%-54.3pp | 160.75%-146.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,797 | $6,406+99.8% | $7,760+64.9% | $4,126+210.1% |
| Admin fee / account holder | $38,307 | $6,980+448.8% | $10,767+255.8% | $5,651+577.8% |