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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 | $82,520 | $76,551+7.8% | $123,894-33.4% | $62,881+31.2% |
| Participation rate | 86.1% | 73.0%+13.1pp | 81.4%+4.7pp | 69.3%+16.8pp |
| Annual return | 5.57% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,523 | $4,840+14.1% | $5,984-7.7% | $3,203+72.4% |
| Admin fee / account holder | $7,079 | $4,826+46.7% | $8,357-15.3% | $4,296+64.8% |