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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 | $138,393-20.2% | $184,256-40.1% | $80,959+36.4% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.9pp | 67.7%+28.1pp |
| Annual return | 8.35% | 20.01%-11.7pp | 28.85%-20.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,120 | $7,076+14.8% | $9,133-11.1% | $4,300+88.8% |
| Admin fee / account holder | $8,709 | $10,489-17.0% | $13,899-37.3% | $6,925+25.8% |