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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 | $177,156+30.0% | $147,027+56.6% | $154,746+48.8% |
| Participation rate | 85.7% | 79.4%+6.4pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 2.92% | 21.94%-19.0pp | 20.23%-17.3pp | 172.34%-169.4pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,796 | $5,797-69.0% | $4,933-63.6% | $6,730-73.3% |
| Admin fee / account holder | $3,327 | $14,904-77.7% | $12,223-72.8% | $14,365-76.8% |