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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 | $98,867 | $93,617+5.6% | $135,982-27.3% | $75,177+31.5% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 12.57% | 30.89%-18.3pp | 68.32%-55.8pp | 160.75%-148.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,547 | $6,406-44.6% | $7,760-54.3% | $4,126-14.1% |
| Admin fee / account holder | $34,377 | $6,980+392.5% | $10,767+219.3% | $5,651+508.3% |