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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 | $135,095 | $104,098+29.8% | $140,514-3.9% | $94,015+43.7% |
| Participation rate | 89.3% | 73.7%+15.6pp | 77.8%+11.5pp | 70.8%+18.5pp |
| Annual return | 8.16% | 15.14%-7.0pp | 14.36%-6.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,308 | $4,033+56.4% | $4,919+28.2% | $4,249+48.4% |
| Admin fee / account holder | $3,882 | $10,439-62.8% | $13,697-71.7% | $8,951-56.6% |