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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 | $94,031-1.0% | $115,768-19.6% | $82,448+13.0% |
| Participation rate | 96.7% | 70.4%+26.3pp | 74.4%+22.3pp | 68.1%+28.7pp |
| Annual return | 11.98% | 20.61%-8.6pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,190 | $3,972+5.5% | $4,917-14.8% | $4,139+1.2% |
| Admin fee / account holder | $17,723 | $10,249+72.9% | $12,439+42.5% | $7,234+145.0% |