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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 | $108,097 | $72,273+49.6% | $101,275+6.7% | $79,856+35.4% |
| Participation rate | 95.8% | 68.5%+27.4pp | 75.8%+20.0pp | 69.6%+26.2pp |
| Annual return | 9.48% | 22.30%-12.8pp | 46.48%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,891 | $3,282+140.5% | $4,371+80.5% | $3,741+111.0% |
| Admin fee / account holder | $1,392 | $4,401-68.4% | $5,948-76.6% | $5,306-73.8% |