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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 | $124,810 | $88,672+40.8% | $105,223+18.6% | $82,448+51.4% |
| Participation rate | 74.5% | 67.9%+6.6pp | 75.0%-0.5pp | 68.1%+6.5pp |
| Annual return | 12.66% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,929 | $4,036+22.1% | $5,072-2.8% | $4,139+19.1% |
| Admin fee / account holder | $4,495 | $7,146-37.1% | $8,859-49.3% | $7,234-37.9% |