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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 | $139,475 | $46,599+199.3% | $64,101+117.6% | $75,173+85.5% |
| Participation rate | 72.7% | 65.9%+6.8pp | 72.3%+0.4pp | 67.2%+5.5pp |
| Annual return | 9.76% | 26.06%-16.3pp | 33.72%-24.0pp | 160.72%-151.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,622 | $2,837+98.2% | $3,881+44.9% | $4,126+36.3% |
| Admin fee / account holder | $12,890 | $2,956+336.1% | $3,070+319.8% | $5,651+128.1% |