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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 | $163,339 | $47,479+244.0% | $62,929+159.6% | $82,448+98.1% |
| Participation rate | 72.5% | 66.9%+5.6pp | 73.1%-0.6pp | 68.1%+4.4pp |
| Annual return | 11.27% | 20.34%-9.1pp | 1063.93%-1052.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,344 | $2,870+86.2% | $3,888+37.4% | $4,139+29.1% |
| Admin fee / account holder | $4,844 | $3,804+27.3% | $5,065-4.4% | $7,234-33.0% |