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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 | $179,722 | $57,590+212.1% | $86,233+108.4% | $82,448+118.0% |
| Participation rate | 70.2% | 57.9%+12.3pp | 69.0%+1.2pp | 68.1%+2.1pp |
| Annual return | 5.63% | 22.41%-16.8pp | 61.39%-55.8pp | 41.64%-36.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,168 | $3,080+35.3% | $4,559-8.6% | $4,139+0.7% |
| Admin fee / account holder | $1,715 | $4,730-63.7% | $8,342-79.4% | $7,234-76.3% |