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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 | $217,836 | $124,980+74.3% | $108,359+101.0% | $154,746+40.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 5.86% | 45.00%-39.1pp | 36.89%-31.0pp | 172.34%-166.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,581 | $4,743+17.7% | $4,137+34.9% | $6,730-17.1% |
| Admin fee / account holder | $7,746 | $11,502-32.7% | $9,741-20.5% | $14,365-46.1% |