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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 | $120,575 | $89,370+34.9% | $141,197-14.6% | $72,976+65.2% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 5.23% | 111.88%-106.6pp | 71.41%-66.2pp | 81.02%-75.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,801 | $5,419+7.1% | $6,710-13.5% | $3,608+60.8% |
| Admin fee / account holder | $8,808 | $5,957+47.9% | $10,265-14.2% | $5,124+71.9% |