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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 | $96,683 | $98,776-2.1% | $149,745-35.4% | $79,856+21.1% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 7.32% | 27.38%-20.1pp | 276.72%-269.4pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,008 | $5,681+111.4% | $6,843+75.5% | $3,741+221.0% |
| Admin fee / account holder | $12,334 | $6,053+103.8% | $9,312+32.5% | $5,306+132.4% |