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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 | $143,836 | $69,248+107.7% | $64,101+124.4% | $139,466+3.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 3.37% | 45.95%-42.6pp | 33.72%-30.4pp | 373.66%-370.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,183 | $4,682-32.0% | $3,881-18.0% | $6,712-52.6% |
| Admin fee / account holder | $25,062 | $4,247+490.0% | $3,070+716.3% | $11,409+119.7% |