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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 | $202,013 | $78,707+156.7% | $117,861+71.4% | $70,126+188.1% |
| Participation rate | 73.9% | 73.2%+0.7pp | 79.7%-5.8pp | 69.5%+4.4pp |
| Annual return | 11.36% | 23.30%-11.9pp | 335.11%-323.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,753 | $3,297-16.5% | $4,482-38.6% | $3,332-17.4% |
| Admin fee / account holder | $10,115 | $5,066+99.7% | $8,021+26.1% | $4,645+117.7% |