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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 | $77,449 | $24,618+214.6% | $71,585+8.2% | $82,637-6.3% |
| Participation rate | 84.6% | 68.2%+16.4pp | 68.2%+16.5pp | 68.1%+16.6pp |
| Annual return | 12.52% | 93.17%-80.6pp | 59.26%-46.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,532 | $1,720+47.2% | $2,923-13.4% | $4,126-38.6% |
| Admin fee / account holder | $17,175 | $3,285+422.9% | $4,712+264.5% | $7,339+134.0% |