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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 | $124,953 | $110,307+13.3% | $96,576+29.4% | $139,456-10.4% |
| Participation rate | 70.8% | 78.1%-7.3pp | 76.0%-5.1pp | 80.3%-9.5pp |
| Annual return | 9.27% | 26.40%-17.1pp | 25.87%-16.6pp | 373.45%-364.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,040 | $5,547-9.1% | $4,851+3.9% | $6,711-24.9% |
| Admin fee / account holder | $11,096 | $11,597-4.3% | $8,253+34.5% | $11,407-2.7% |