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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 | $78,726 | $65,395+20.4% | $182,558-56.9% | $72,976+7.9% |
| Participation rate | 74.3% | 65.4%+8.8pp | 78.0%-3.7pp | 69.5%+4.8pp |
| Annual return | 14.58% | 27.68%-13.1pp | 148.59%-134.0pp | 81.02%-66.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,288 | $3,563+76.5% | $5,526+13.8% | $3,608+74.3% |
| Admin fee / account holder | $11,404 | $4,245+168.7% | $8,594+32.7% | $5,124+122.6% |