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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 | $163,339 | $48,011+240.2% | $63,803+156.0% | $82,637+97.7% |
| Participation rate | 72.5% | 66.6%+5.9pp | 72.7%-0.2pp | 68.1%+4.4pp |
| Annual return | 11.27% | 19.84%-8.6pp | 543.72%-532.5pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,344 | $2,846+87.7% | $3,843+39.0% | $4,126+29.5% |
| Admin fee / account holder | $4,844 | $3,873+25.1% | $5,196-6.8% | $7,339-34.0% |