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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 | $114,301 | $91,559+24.8% | $133,971-14.7% | $79,852+43.1% |
| Participation rate | 79.2% | 73.3%+5.8pp | 79.8%-0.7pp | 69.6%+9.5pp |
| Annual return | 7.48% | 61.85%-54.4pp | 45.09%-37.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,985 | $3,734+87.1% | $5,047+38.4% | $3,740+86.7% |
| Admin fee / account holder | $10,707 | $6,321+69.4% | $8,929+19.9% | $5,306+101.8% |