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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 | $100,150 | $89,367+12.1% | $141,191-29.1% | $72,975+37.2% |
| Participation rate | 77.1% | 75.1%+2.0pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 18.52% | 111.87%-93.4pp | 71.41%-52.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,554 | $5,419+39.4% | $6,710+12.6% | $3,608+109.4% |
| Admin fee / account holder | $6,172 | $5,957+3.6% | $10,264-39.9% | $5,124+20.4% |