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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 | $217,543 | $99,875+117.8% | $146,866+48.1% | $86,983+150.1% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 13.35% | 28.10%-14.7pp | 102.85%-89.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,957 | $6,322-5.8% | $7,759-23.2% | $4,194+42.1% |
| Admin fee / account holder | $3,748 | $7,838-52.2% | $13,620-72.5% | $7,856-52.3% |