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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 | $230,306 | $185,141+24.4% | $153,416+50.1% | $155,188+48.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 74.3%+11.4pp | 80.8%+4.9pp |
| Annual return | 2.92% | 18.72%-15.8pp | 17.84%-14.9pp | 148.84%-145.9pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,796 | $5,477-67.2% | $4,723-62.0% | $6,531-72.5% |
| Admin fee / account holder | $3,327 | $16,005-79.2% | $13,095-74.6% | $14,480-77.0% |