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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 | $141,018 | $101,795+38.5% | $165,100-14.6% | $80,959+74.2% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.7%+5.7pp |
| Annual return | 9.90% | 16.73%-6.8pp | 70.21%-60.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,474 | $4,476+22.3% | $6,035-9.3% | $4,300+27.3% |
| Admin fee / account holder | $12,295 | $8,221+49.5% | $12,696-3.2% | $6,925+77.5% |