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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 | $221,958 | $76,551+189.9% | $123,894+79.2% | $62,881+253.0% |
| Participation rate | 79.5% | 73.0%+6.5pp | 81.4%-2.0pp | 69.3%+10.1pp |
| Annual return | 4.86% | 18.68%-13.8pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,185 | $4,840+69.1% | $5,984+36.8% | $3,203+155.5% |
| Admin fee / account holder | $1,504 | $4,826-68.8% | $8,357-82.0% | $4,296-65.0% |