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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 | $228,493 | $106,524+114.5% | $152,301+50.0% | $87,485+161.2% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.4%+7.3pp | 68.9%+20.8pp |
| Annual return | 12.43% | 26.89%-14.5pp | 80.50%-68.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,788 | $6,525+157.3% | $8,004+109.8% | $4,274+292.8% |
| Admin fee / account holder | $24,112 | $8,287+191.0% | $14,398+67.5% | $7,775+210.1% |