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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 | $188,224 | $98,776+90.6% | $149,745+25.7% | $79,856+135.7% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 8.57% | 27.38%-18.8pp | 276.72%-268.1pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,444 | $5,681+48.6% | $6,843+23.4% | $3,741+125.7% |
| Admin fee / account holder | $1,134 | $6,053-81.3% | $9,312-87.8% | $5,306-78.6% |