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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 | $154,784 | $47,848+223.5% | $81,473+90.0% | $70,126+120.7% |
| Participation rate | 82.1% | 58.3%+23.9pp | 68.0%+14.2pp | 69.5%+12.6pp |
| Annual return | 11.50% | 27.25%-15.7pp | 38.78%-27.3pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,367 | $2,453+37.3% | $3,537-4.8% | $3,332+1.1% |
| Admin fee / account holder | $51,446 | $3,145+1535.9% | $4,561+1027.9% | $4,645+1007.4% |