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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 | $81,276+127.4% | $155,574+18.8% | $80,925+128.4% |
| Participation rate | 73.5% | 66.2%+7.3pp | 78.2%-4.7pp | 67.7%+5.9pp |
| Annual return | 10.13% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,305 | $3,453+53.6% | $5,629-5.8% | $4,299+23.4% |
| Admin fee / account holder | $305 | $7,993-96.2% | $15,914-98.1% | $6,940-95.6% |