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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 | $173,463 | $108,942+59.2% | $100,415+72.7% | $145,897+18.9% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 8.55% | 58.27%-49.7pp | 49.47%-40.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,299 | $8,461-49.2% | $8,091-46.9% | $6,689-35.7% |
| Admin fee / account holder | $60,206 | $9,702+520.6% | $7,906+661.5% | $13,390+349.6% |