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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 | $97,495 | $78,690+23.9% | $161,489-39.6% | $87,485+11.4% |
| Participation rate | 76.1% | 67.5%+8.6pp | 78.7%-2.6pp | 68.9%+7.2pp |
| Annual return | 11.73% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,122 | $3,311+54.7% | $5,630-9.0% | $4,274+19.9% |
| Admin fee / account holder | $5,819 | $6,724-13.5% | $16,006-63.6% | $7,775-25.2% |