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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 | $137,077 | $93,598+46.5% | $135,974+0.8% | $75,173+82.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.37% | 30.89%-16.5pp | 68.30%-53.9pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,499 | $6,405+1.5% | $7,760-16.2% | $4,126+57.5% |
| Admin fee / account holder | $21,160 | $6,978+203.3% | $10,767+96.5% | $5,651+274.5% |