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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 | $87,841 | $60,349+45.6% | $74,184+18.4% | $62,881+39.7% |
| Participation rate | 72.7% | 72.7%0pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 4.08% | 21.38%-17.3pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,214 | $2,856+82.6% | $3,550+46.9% | $3,203+62.8% |
| Admin fee / account holder | $7,121 | $4,261+67.1% | $5,586+27.5% | $4,296+65.8% |