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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 | $211,690 | $85,766+146.8% | $136,298+55.3% | $70,126+201.9% |
| Participation rate | 71.9% | 74.2%-2.2pp | 81.9%-10.0pp | 69.5%+2.4pp |
| Annual return | 13.50% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,224 | $5,051+3.4% | $6,247-16.4% | $3,332+56.8% |
| Admin fee / account holder | $20,768 | $5,421+283.1% | $9,244+124.7% | $4,645+347.1% |