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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 | $206,019 | $63,861+222.6% | $104,614+96.9% | $79,858+158.0% |
| Participation rate | 84.6% | 64.9%+19.7pp | 74.1%+10.5pp | 69.6%+15.0pp |
| Annual return | 6.37% | 21.30%-14.9pp | 340.56%-334.2pp | 31.72%-25.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,824 | $2,693+79.1% | $3,739+29.0% | $3,740+29.0% |
| Admin fee / account holder | $11,729 | $4,185+180.3% | $6,464+81.5% | $5,306+121.1% |