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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 | $194,821 | $107,421+81.4% | $182,262+6.9% | $94,015+107.2% |
| Participation rate | 95.2% | 77.8%+17.5pp | 84.2%+11.0pp | 70.8%+24.4pp |
| Annual return | 12.00% | 21.32%-9.3pp | 140.60%-128.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,210 | $6,558-5.3% | $8,276-25.0% | $4,249+46.1% |
| Admin fee / account holder | $9,303 | $8,692+7.0% | $16,712-44.3% | $8,951+3.9% |