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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 | $166,987 | $93,617+78.4% | $135,982+22.8% | $75,177+122.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 15.04% | 30.89%-15.9pp | 68.32%-53.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,308 | $6,406-48.4% | $7,760-57.4% | $4,126-19.8% |
| Admin fee / account holder | $10,859 | $6,980+55.6% | $10,767+0.9% | $5,651+92.2% |