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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 | $115,952 | $88,042+31.7% | $138,135-16.1% | $79,856+45.2% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.7%+17.6pp | 69.6%+26.7pp |
| Annual return | 9.64% | 20.58%-10.9pp | 20.51%-10.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,425 | $4,704-5.9% | $6,431-31.2% | $3,741+18.3% |
| Admin fee / account holder | $20,009 | $7,791+156.8% | $11,856+68.8% | $5,306+277.1% |