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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 | $111,474 | $76,551+45.6% | $123,894-10.0% | $62,881+77.3% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 4.54% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,577 | $4,840+56.6% | $5,984+26.6% | $3,203+136.6% |
| Admin fee / account holder | $1,076 | $4,826-77.7% | $8,357-87.1% | $4,296-75.0% |