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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 | $97,550+38.5% | $120,344+12.3% | $87,485+54.4% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.7%+12.6pp | 68.9%+20.4pp |
| Annual return | 8.16% | 18.41%-10.3pp | 20.30%-12.1pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,308 | $4,230+49.1% | $5,135+22.8% | $4,274+47.6% |
| Admin fee / account holder | $3,882 | $9,543-59.3% | $12,742-69.5% | $7,775-50.1% |