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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 | $114,797 | $78,707+45.9% | $117,861-2.6% | $70,126+63.7% |
| Participation rate | 92.5% | 73.2%+19.3pp | 79.7%+12.8pp | 69.5%+22.9pp |
| Annual return | 10.26% | 23.30%-13.0pp | 335.11%-324.8pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,464 | $3,297+126.4% | $4,482+66.5% | $3,332+124.0% |
| Admin fee / account holder | $12,347 | $5,066+143.7% | $8,021+53.9% | $4,645+165.8% |