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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 | $99,875+95.1% | $146,866+32.7% | $86,983+124.0% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 12.00% | 28.10%-16.1pp | 102.85%-90.9pp | 25.83%-13.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,210 | $6,322-1.8% | $7,759-20.0% | $4,194+48.1% |
| Admin fee / account holder | $9,303 | $7,838+18.7% | $13,620-31.7% | $7,856+18.4% |