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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 | $157,301 | $72,492+117.0% | $87,104+80.6% | $72,975+115.6% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.5pp |
| Annual return | 2.56% | 24.46%-21.9pp | 28.19%-25.6pp | 81.01%-78.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,537 | $3,270+99.9% | $4,048+61.5% | $3,608+81.2% |
| Admin fee / account holder | $6,074 | $5,055+20.2% | $7,491-18.9% | $5,124+18.5% |