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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 | $231,984 | $138,385+67.6% | $184,243+25.9% | $80,925+186.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 5.11% | 20.02%-14.9pp | 28.82%-23.7pp | 35.65%-30.5pp |
| Employer contribution / active EE | $1,282 | $4,851-73.6% | $6,427-80.1% | $2,756-53.5% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,673 | $10,489+106.6% | $13,914+55.8% | $6,940+212.3% |