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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 | $123,270 | $209,336-41.1% | $197,124-37.5% | $137,256-10.2% |
| Participation rate | 82.6% | 87.3%-4.7pp | 86.7%-4.1pp | 80.0%+2.6pp |
| Annual return | 9.11% | 48.09%-39.0pp | 44.34%-35.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,024 | $9,614-58.1% | $9,135-55.9% | $6,407-37.2% |
| Admin fee / account holder | $5,612 | $17,308-67.6% | $16,298-65.6% | $12,270-54.3% |