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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 | $223,823-44.9% | $211,142-41.6% | $154,746-20.3% |
| Participation rate | 82.6% | 87.9%-5.2pp | 87.3%-4.7pp | 80.7%+1.9pp |
| Annual return | 9.11% | 50.39%-41.3pp | 46.84%-37.7pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,024 | $9,750-58.7% | $9,284-56.7% | $6,730-40.2% |
| Admin fee / account holder | $5,612 | $19,707-71.5% | $19,076-70.6% | $14,365-60.9% |