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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 | $110,428 | $138,385-20.2% | $184,243-40.1% | $80,925+36.5% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.7%+28.1pp |
| Annual return | 8.35% | 20.02%-11.7pp | 28.82%-20.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,120 | $7,075+14.8% | $9,132-11.1% | $4,299+88.9% |
| Admin fee / account holder | $8,709 | $10,489-17.0% | $13,914-37.4% | $6,940+25.5% |