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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 | $135,622 | $81,403+66.6% | $147,027-7.8% | $87,485+55.0% |
| Participation rate | 89.5% | 63.4%+26.0pp | 73.7%+15.7pp | 68.9%+20.5pp |
| Annual return | 10.87% | 16.51%-5.6pp | 20.23%-9.4pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,316 | $3,315+30.2% | $4,933-12.5% | $4,274+1.0% |
| Admin fee / account holder | $22,869 | $6,755+238.6% | $12,223+87.1% | $7,775+194.1% |