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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 | $78,257 | $69,274+13.0% | $64,097+22.1% | $139,487-43.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 6.91% | 46.00%-39.1pp | 33.75%-26.8pp | 373.84%-366.9pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,566 | $4,685+40.2% | $3,881+69.2% | $6,713-2.2% |
| Admin fee / account holder | $5,217 | $4,247+22.9% | $3,070+70.0% | $11,407-54.3% |