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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 | $187,684 | $94,031+99.6% | $115,768+62.1% | $82,448+127.6% |
| Participation rate | 72.8% | 70.4%+2.4pp | 74.4%-1.6pp | 68.1%+4.8pp |
| Annual return | 10.49% | 20.61%-10.1pp | 100.46%-90.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,581 | $3,972-9.8% | $4,917-27.2% | $4,139-13.5% |
| Admin fee / account holder | $33,223 | $10,249+224.1% | $12,439+167.1% | $7,234+359.2% |