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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 | $184,857 | $81,358+127.2% | $155,556+18.8% | $80,959+128.3% |
| Participation rate | 73.5% | 66.3%+7.3pp | 78.2%-4.7pp | 67.7%+5.9pp |
| Annual return | 10.13% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,305 | $3,455+53.5% | $5,631-5.8% | $4,300+23.4% |
| Admin fee / account holder | $305 | $7,994-96.2% | $15,885-98.1% | $6,925-95.6% |