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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 | $58,241+160.6% | $81,780+85.6% | $80,911+87.6% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.4%+11.0pp | 67.6%+15.7pp |
| Annual return | 10.80% | 41.73%-30.9pp | 776.27%-765.5pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,358 | $3,283+124.2% | $4,321+70.3% | $4,297+71.2% |
| Admin fee / account holder | $3,679 | $4,973-26.0% | $7,384-50.2% | $6,935-47.0% |