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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 | $106,483 | $101,795+4.6% | $165,100-35.5% | $80,959+31.5% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 9.95% | 16.73%-6.8pp | 70.21%-60.3pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,245 | $4,476+39.5% | $6,035+3.5% | $4,300+45.2% |
| Admin fee / account holder | $18,685 | $8,221+127.3% | $12,696+47.2% | $6,925+169.8% |