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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 | $101,950+84.1% | $125,529+49.5% | $86,983+115.8% |
| Participation rate | 72.8% | 70.2%+2.7pp | 74.7%-1.9pp | 69.5%+3.3pp |
| Annual return | 10.49% | 18.29%-7.8pp | 202.56%-192.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,581 | $3,862-7.3% | $4,813-25.6% | $4,194-14.6% |
| Admin fee / account holder | $33,223 | $12,791+159.7% | $16,298+103.8% | $7,856+322.9% |