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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 | $148,024 | $93,598+58.1% | $135,974+8.9% | $75,173+96.9% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 67.2%+9.3pp |
| Annual return | 14.16% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,733 | $6,405-10.5% | $7,760-26.1% | $4,126+38.9% |
| Admin fee / account holder | $15,767 | $6,978+126.0% | $10,767+46.4% | $5,651+179.0% |