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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 | $122,034 | $99,633+22.5% | $183,328-33.4% | $82,448+48.0% |
| Participation rate | 78.6% | 70.8%+7.8pp | 77.3%+1.2pp | 68.1%+10.5pp |
| Annual return | 11.41% | 17.84%-6.4pp | 29.67%-18.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,508 | $4,938+11.5% | $6,795-18.9% | $4,139+33.1% |
| Admin fee / account holder | $11,626 | $9,934+17.0% | $21,427-45.7% | $7,234+60.7% |