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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 | $95,404+15.9% | $113,397-2.5% | $82,637+33.8% |
| Participation rate | 75.4% | 72.8%+2.6pp | 76.5%-1.1pp | 68.1%+7.4pp |
| Annual return | 10.92% | 19.08%-8.2pp | 23.20%-12.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,943 | $4,220+135.6% | $5,076+95.9% | $4,126+141.0% |
| Admin fee / account holder | $8,134 | $9,168-11.3% | $11,957-32.0% | $7,339+10.8% |