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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 | $126,541 | $108,825+16.3% | $156,181-19.0% | $82,448+53.5% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 11.76% | 20.59%-8.8pp | 64.87%-53.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,599 | $4,577+131.6% | $6,132+72.8% | $4,139+156.1% |
| Admin fee / account holder | $9,045 | $9,341-3.2% | $14,586-38.0% | $7,234+25.0% |