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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 | $195,850 | $93,598+109.2% | $135,974+44.0% | $75,173+160.5% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 9.55% | 30.89%-21.3pp | 68.30%-58.8pp | 160.72%-151.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,203 | $6,405-3.2% | $7,760-20.1% | $4,126+50.3% |
| Admin fee / account holder | $28,940 | $6,978+314.8% | $10,767+168.8% | $5,651+412.2% |