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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 | $219,051 | $93,598+134.0% | $135,974+61.1% | $75,173+191.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 14.18% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,220 | $6,405+28.3% | $7,760+5.9% | $4,126+99.2% |
| Admin fee / account holder | $25,806 | $6,978+269.8% | $10,767+139.7% | $5,651+356.7% |