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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 | $119,055 | $106,524+11.8% | $152,301-21.8% | $87,485+36.1% |
| Participation rate | 72.9% | 75.8%-2.8pp | 82.4%-9.5pp | 68.9%+4.0pp |
| Annual return | 8.68% | 26.89%-18.2pp | 80.50%-71.8pp | 26.06%-17.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,678 | $6,525+94.3% | $8,004+58.4% | $4,274+196.7% |
| Admin fee / account holder | $32,437 | $8,287+291.4% | $14,398+125.3% | $7,775+317.2% |