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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 | $156,730 | $80,992+93.5% | $96,534+62.4% | $75,173+108.5% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 9.64% | 27.05%-17.4pp | 25.88%-16.2pp | 160.72%-151.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,956 | $3,929+26.1% | $4,851+2.2% | $4,126+20.1% |
| Admin fee / account holder | $50,371 | $6,717+649.9% | $8,253+510.3% | $5,651+791.4% |