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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 | $145,849 | $113,338+28.7% | $94,993+53.5% | $147,586-1.2% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 5.64% | 20.80%-15.2pp | 27.14%-21.5pp | 578.59%-573.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,252 | $3,777+12.6% | $3,317+28.2% | $5,439-21.8% |
| Admin fee / account holder | $3,189 | $6,063-47.4% | $4,960-35.7% | $10,886-70.7% |