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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 | $106,960 | $102,382+4.5% | $147,005-27.2% | $80,874+32.3% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.1pp | 67.6%+10.4pp |
| Annual return | 10.42% | 134.89%-124.5pp | 418.76%-408.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,262 | $6,646-5.8% | $8,070-22.4% | $4,297+45.7% |
| Admin fee / account holder | $49,455 | $7,942+522.7% | $13,006+280.2% | $6,935+613.1% |