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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 | $126,794 | $56,110+126.0% | $94,993+33.5% | $70,126+80.8% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.9%+20.9pp | 69.5%+25.2pp |
| Annual return | 11.58% | 51.02%-39.4pp | 27.14%-15.6pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,959 | $2,391+23.7% | $3,317-10.8% | $3,332-11.2% |
| Admin fee / account holder | $8,590 | $3,456+148.5% | $4,960+73.2% | $4,645+84.9% |