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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 | $169,659 | $146,267+16.0% | $197,124-13.9% | $82,448+105.8% |
| Participation rate | 97.1% | 84.0%+13.1pp | 86.7%+10.4pp | 68.1%+29.1pp |
| Annual return | 12.96% | 29.61%-16.7pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,420 | $4,723-69.9% | $6,227-77.2% | $2,551-44.3% |
| Participant deferral / active EE | $7,178 | $7,035+2.0% | $9,135-21.4% | $4,139+73.4% |
| Admin fee / account holder | $1,132 | $14,422-92.1% | $16,298-93.1% | $7,234-84.3% |