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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 | $110,137+14.9% | $161,149-21.5% | $82,637+53.1% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 11.76% | 20.69%-8.9pp | 21.16%-9.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,599 | $4,575+131.7% | $6,153+72.3% | $4,126+156.9% |
| Admin fee / account holder | $9,045 | $9,467-4.5% | $15,194-40.5% | $7,339+23.2% |