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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 | $93,295 | $64,359+45.0% | $90,161+3.5% | $70,126+33.0% |
| Participation rate | 70.4% | 70.4%0pp | 76.9%-6.4pp | 69.5%+0.9pp |
| Annual return | 14.08% | 28.13%-14.1pp | 34.89%-20.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,979 | $4,389+13.4% | $5,287-5.8% | $3,332+49.4% |
| Admin fee / account holder | $13,977 | $3,945+254.3% | $5,943+135.2% | $4,645+200.9% |