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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 | $106,524+82.9% | $152,301+27.9% | $87,485+122.7% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.4%+12.8pp | 68.9%+26.3pp |
| Annual return | 12.00% | 26.89%-14.9pp | 80.50%-68.5pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,210 | $6,525-4.8% | $8,004-22.4% | $4,274+45.3% |
| Admin fee / account holder | $9,303 | $8,287+12.3% | $14,398-35.4% | $7,775+19.7% |