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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 | $121,338 | $48,053+152.5% | $84,628+43.4% | $72,975+66.3% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 16.18% | 37.39%-21.2pp | 258.80%-242.6pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,509 | $2,681-6.4% | $3,900-35.7% | $3,608-30.4% |
| Admin fee / account holder | $13,395 | $3,395+294.5% | $4,914+172.6% | $5,124+161.4% |