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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 | $93,089 | $85,766+8.5% | $136,298-31.7% | $70,126+32.7% |
| Participation rate | 73.5% | 74.2%-0.6pp | 81.9%-8.4pp | 69.5%+4.0pp |
| Annual return | 12.69% | 31.46%-18.8pp | 5156.27%-5143.6pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,808 | $5,051+15.0% | $6,247-7.0% | $3,332+74.3% |
| Admin fee / account holder | $2,831 | $5,421-47.8% | $9,244-69.4% | $4,645-39.1% |