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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 | $130,313 | $51,638+152.4% | $68,368+90.6% | $82,448+58.1% |
| Participation rate | 72.0% | 63.6%+8.4pp | 73.8%-1.8pp | 68.1%+3.9pp |
| Annual return | 11.01% | 37.53%-26.5pp | 292.57%-281.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,674 | $2,914-42.5% | $4,123-59.4% | $4,139-59.6% |
| Admin fee / account holder | $16,761 | $4,643+261.0% | $5,150+225.5% | $7,234+131.7% |