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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 | $186,040 | $89,370+108.2% | $141,197+31.8% | $72,976+154.9% |
| Participation rate | 70.3% | 75.1%-4.9pp | 82.5%-12.2pp | 69.5%+0.8pp |
| Annual return | 18.46% | 111.88%-93.4pp | 71.41%-52.9pp | 81.02%-62.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,747 | $5,419+6.1% | $6,710-14.4% | $3,608+59.3% |
| Admin fee / account holder | $18,541 | $5,957+211.3% | $10,265+80.6% | $5,124+261.8% |