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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 | $179,646 | $98,766+81.9% | $149,730+20.0% | $79,852+125.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.99% | 27.43%-19.4pp | 276.70%-268.7pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,239 | $5,681-7.8% | $6,843-23.4% | $3,740+40.1% |
| Admin fee / account holder | $2,622 | $6,052-56.7% | $9,310-71.8% | $5,306-50.6% |