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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 | $102,422+4.4% | $147,117-27.3% | $80,959+32.1% |
| Participation rate | 78.0% | 75.9%+2.2pp | 82.2%-4.1pp | 67.7%+10.4pp |
| Annual return | 10.42% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,262 | $6,652-5.9% | $8,065-22.4% | $4,300+45.6% |
| Admin fee / account holder | $49,455 | $7,953+521.8% | $12,993+280.6% | $6,925+614.1% |