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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 | $106,749+114.0% | $145,433+57.1% | $82,448+177.1% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.1%+7.6pp | 68.1%+21.7pp |
| Annual return | 12.43% | 27.59%-15.2pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,788 | $6,519+157.5% | $7,897+112.6% | $4,139+305.6% |
| Admin fee / account holder | $24,112 | $8,390+187.4% | $13,129+83.7% | $7,234+233.3% |