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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 | $97,495 | $76,407+27.6% | $150,298-35.1% | $82,448+18.3% |
| Participation rate | 76.1% | 66.4%+9.7pp | 77.8%-1.7pp | 68.1%+8.0pp |
| Annual return | 11.73% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,122 | $3,214+59.4% | $5,453-6.1% | $4,139+23.7% |
| Admin fee / account holder | $5,819 | $6,352-8.4% | $14,116-58.8% | $7,234-19.6% |