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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 | $106,864+46.8% | $147,318+6.5% | $82,637+89.8% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.1%-5.1pp | 68.1%+8.9pp |
| Annual return | 13.75% | 27.49%-13.7pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,718 | $6,496-12.0% | $7,906-27.7% | $4,126+38.6% |
| Admin fee / account holder | $75,540 | $8,415+797.7% | $13,708+451.1% | $7,339+929.3% |