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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 | $102,385+59.6% | $147,080+11.1% | $80,935+101.9% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 11.70% | 135.09%-123.4pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,162 | $6,651+67.8% | $8,066+38.4% | $4,299+159.6% |
| Admin fee / account holder | $49,474 | $7,951+522.2% | $12,989+280.9% | $6,924+614.5% |