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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 | $106,586 | $67,602+57.7% | $82,312+29.5% | $70,126+52.0% |
| Participation rate | 82.9% | 72.8%+10.2pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 11.51% | 21.57%-10.1pp | 25.88%-14.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,677 | $2,987+23.1% | $3,706-0.8% | $3,332+10.4% |
| Admin fee / account holder | $31,779 | $4,512+604.4% | $5,608+466.7% | $4,645+584.1% |