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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 | $102,122 | $106,524-4.1% | $152,301-32.9% | $87,485+16.7% |
| Participation rate | 85.3% | 75.8%+9.6pp | 82.4%+2.9pp | 68.9%+16.4pp |
| Annual return | 9.66% | 26.89%-17.2pp | 80.50%-70.8pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,062 | $6,525-53.1% | $8,004-61.7% | $4,274-28.3% |
| Admin fee / account holder | $5,673 | $8,287-31.5% | $14,398-60.6% | $7,775-27.0% |