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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 | $223,644 | $102,429+118.3% | $147,096+52.0% | $80,925+176.4% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 11.43% | 135.02%-123.6pp | 419.75%-408.3pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,241 | $6,649+8.9% | $8,071-10.3% | $4,299+68.4% |
| Admin fee / account holder | $29,662 | $7,957+272.8% | $13,005+128.1% | $6,940+327.4% |