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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 | $151,377 | $60,349+150.8% | $74,184+104.1% | $62,881+140.7% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | -2.08% | 21.38%-23.5pp | 17.74%-19.8pp | 20.14%-22.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,520 | $2,856+198.3% | $3,550+140.0% | $3,203+166.0% |
| Admin fee / account holder | $15,244 | $4,261+257.8% | $5,586+172.9% | $4,296+254.9% |