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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 | $107,390 | $78,520+36.8% | $96,576+11.2% | $82,448+30.3% |
| Participation rate | 88.5% | 77.7%+10.7pp | 81.4%+7.0pp | 68.1%+20.4pp |
| Annual return | 12.28% | 41.30%-29.0pp | 38.47%-26.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,439 | $6,754-49.1% | $7,956-56.8% | $4,139-16.9% |
| Admin fee / account holder | $9,068 | $13,455-32.6% | $11,381-20.3% | $7,234+25.3% |