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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 | $106,524+104.2% | $152,301+42.8% | $87,485+148.7% |
| Participation rate | 91.3% | 75.8%+15.6pp | 82.4%+8.9pp | 68.9%+22.4pp |
| Annual return | 13.35% | 26.89%-13.5pp | 80.50%-67.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,957 | $6,525-8.7% | $8,004-25.6% | $4,274+39.4% |
| Admin fee / account holder | $3,748 | $8,287-54.8% | $14,398-74.0% | $7,775-51.8% |