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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 | $156,841 | $99,875+57.0% | $146,866+6.8% | $86,983+80.3% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 13.75% | 28.10%-14.3pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,718 | $6,322-9.6% | $7,759-26.3% | $4,194+36.4% |
| Admin fee / account holder | $75,540 | $7,838+863.8% | $13,620+454.6% | $7,856+861.6% |