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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 | $121,296 | $86,949+39.5% | $102,460+18.4% | $80,959+49.8% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.7%+23.9pp |
| Annual return | 10.27% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,605 | $4,121-12.5% | $5,056-28.7% | $4,300-16.2% |
| Admin fee / account holder | $11,146 | $8,048+38.5% | $9,460+17.8% | $6,925+61.0% |