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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 | $163,827 | $106,280+54.1% | $96,538+69.7% | $139,487+17.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 10.14% | 38.48%-28.3pp | 35.74%-25.6pp | 373.84%-363.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,159 | $5,457-60.4% | $4,880-55.8% | $6,713-67.8% |
| Admin fee / account holder | $38,751 | $7,888+391.3% | $6,737+475.2% | $11,407+239.7% |