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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 | $99,875+19.2% | $146,866-18.9% | $86,983+36.9% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.5%-9.6pp | 69.5%+3.4pp |
| Annual return | 8.68% | 28.10%-19.4pp | 102.85%-94.2pp | 25.83%-17.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,678 | $6,322+100.5% | $7,759+63.4% | $4,194+202.3% |
| Admin fee / account holder | $32,437 | $7,838+313.8% | $13,620+138.2% | $7,856+312.9% |