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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 | $163,386 | $102,429+59.5% | $147,096+11.1% | $80,925+101.9% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 11.70% | 135.02%-123.3pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,162 | $6,649+67.9% | $8,071+38.3% | $4,299+159.7% |
| Admin fee / account holder | $49,474 | $7,957+521.8% | $13,005+280.4% | $6,940+612.9% |