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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 | $93,130 | $94,436-1.4% | $115,599-19.4% | $82,637+12.7% |
| Participation rate | 96.7% | 70.4%+26.3pp | 74.3%+22.4pp | 68.1%+28.7pp |
| Annual return | 11.98% | 18.37%-6.4pp | 111.10%-99.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,190 | $3,955+6.0% | $4,889-14.3% | $4,126+1.6% |
| Admin fee / account holder | $17,723 | $10,328+71.6% | $12,841+38.0% | $7,339+141.5% |