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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 | $237,657 | $184,014+29.2% | $161,149+47.5% | $138,895+71.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.8%+8.7pp | 79.9%+7.6pp |
| Annual return | 6.47% | 21.52%-15.1pp | 21.16%-14.7pp | 145.39%-138.9pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,221 | $6,909-10.0% | $6,153+1.1% | $6,396-2.7% |
| Admin fee / account holder | $7,906 | $18,027-56.1% | $15,194-48.0% | $12,562-37.1% |