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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 | $102,430 | $63,703+60.8% | $93,063+10.1% | $82,448+24.2% |
| Participation rate | 79.3% | 63.8%+15.5pp | 72.1%+7.2pp | 68.1%+11.2pp |
| Annual return | 12.35% | -775.43%+787.8pp | 34.15%-21.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,903 | $2,919+102.2% | $3,958+49.1% | $4,139+42.6% |
| Admin fee / account holder | $3,672 | $5,982-38.6% | $6,033-39.1% | $7,234-49.2% |