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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 | $155,881 | $102,638+51.9% | $81,991+90.1% | $158,966-1.9% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.8pp |
| Annual return | 6.10% | 61.05%-55.0pp | 41.31%-35.2pp | 302.95%-296.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,379 | $4,649+58.7% | $3,722+98.2% | $5,983+23.3% |
| Admin fee / account holder | $3,024 | $8,237-63.3% | $5,665-46.6% | $11,250-73.1% |