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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 | $208,368 | $108,825+91.5% | $156,181+33.4% | $82,448+152.7% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 12.05% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,372 | $4,577+17.4% | $6,132-12.4% | $4,139+29.8% |
| Admin fee / account holder | $3,457 | $9,341-63.0% | $14,586-76.3% | $7,234-52.2% |