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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 | $110,555 | $95,453+15.8% | $112,040-1.3% | $82,448+34.1% |
| Participation rate | 75.4% | 72.8%+2.7pp | 76.5%-1.1pp | 68.1%+7.3pp |
| Annual return | 10.92% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,943 | $4,224+135.4% | $5,098+95.1% | $4,139+140.2% |
| Admin fee / account holder | $8,134 | $9,013-9.8% | $12,098-32.8% | $7,234+12.4% |