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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 | $248,067 | $107,421+130.9% | $182,262+36.1% | $94,015+163.9% |
| Participation rate | 77.4% | 77.8%-0.4pp | 84.2%-6.8pp | 70.8%+6.6pp |
| Annual return | 3.39% | 21.32%-17.9pp | 140.60%-137.2pp | 17.84%-14.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,987 | $6,558+52.3% | $8,276+20.7% | $4,249+135.0% |
| Admin fee / account holder | $34,667 | $8,692+298.8% | $16,712+107.4% | $8,951+287.3% |