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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 | $139,796 | $112,112+24.7% | $95,956+45.7% | $158,950-12.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 4.17% | 171.15%-167.0pp | 91.63%-87.5pp | 302.91%-298.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,545 | $4,784-67.7% | $4,167-62.9% | $5,983-74.2% |
| Admin fee / account holder | $3,862 | $10,134-61.9% | $6,797-43.2% | $11,248-65.7% |