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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 | $146,099 | $56,134+160.3% | $96,171+51.9% | $85,847+70.2% |
| Participation rate | 74.1% | 56.7%+17.4pp | 68.4%+5.6pp | 69.3%+4.8pp |
| Annual return | 10.90% | 42.30%-31.4pp | 192.04%-181.1pp | 318.61%-307.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,492 | $2,858+127.2% | $4,350+49.2% | $3,952+64.3% |
| Admin fee / account holder | $4,526 | $3,769+20.1% | $5,538-18.3% | $6,261-27.7% |