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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 | $151,753 | $78,520+93.3% | $96,576+57.1% | $82,448+84.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 11.87% | 41.30%-29.4pp | 38.47%-26.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,943 | $6,754+2.8% | $7,956-12.7% | $4,139+67.7% |
| Admin fee / account holder | $1,318 | $13,455-90.2% | $11,381-88.4% | $7,234-81.8% |