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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 | $160,590 | $48,053+234.2% | $84,628+89.8% | $72,975+120.1% |
| Participation rate | 78.6% | 57.6%+21.0pp | 68.2%+10.3pp | 69.5%+9.1pp |
| Annual return | 17.50% | 37.39%-19.9pp | 258.80%-241.3pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,568 | $2,681+33.1% | $3,900-8.5% | $3,608-1.1% |
| Admin fee / account holder | $2,514 | $3,395-26.0% | $4,914-48.8% | $5,124-50.9% |