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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 | $118,183 | $54,541+116.7% | $78,778+50.0% | $70,126+68.5% |
| Participation rate | 85.3% | 60.8%+24.5pp | 69.2%+16.1pp | 69.5%+15.8pp |
| Annual return | 10.59% | 21.07%-10.5pp | 35.62%-25.0pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,108 | $2,210-49.8% | $2,958-62.5% | $3,332-66.7% |
| Admin fee / account holder | $18,294 | $3,709+393.3% | $5,134+256.3% | $4,645+293.8% |