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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 | $28,678 | $156,398-81.7% | $147,318-80.5% | $138,895-79.4% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 11.54% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,822 | $8,237+92.1% | $7,906+100.1% | $6,396+147.4% |
| Admin fee / account holder | $15,843 | $14,976+5.8% | $13,708+15.6% | $12,562+26.1% |