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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 | $87,773 | $98,240-10.7% | $82,312+6.6% | $147,586-40.5% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 8.37% | 30.85%-22.5pp | 25.88%-17.5pp | 578.59%-570.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,186 | $4,383-50.1% | $3,706-41.0% | $5,439-59.8% |
| Admin fee / account holder | $19,759 | $8,563+130.7% | $5,608+252.4% | $10,886+81.5% |