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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 | $151,780 | $58,311+160.3% | $81,882+85.4% | $80,959+87.5% |
| Participation rate | 83.3% | 63.5%+19.8pp | 72.4%+10.9pp | 67.7%+15.7pp |
| Annual return | 10.80% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,358 | $3,287+123.9% | $4,323+70.2% | $4,300+71.1% |
| Admin fee / account holder | $3,679 | $4,752-22.6% | $7,360-50.0% | $6,925-46.9% |