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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 | $159,477 | $78,520+103.1% | $96,576+65.1% | $82,448+93.4% |
| Participation rate | 81.5% | 77.7%+3.8pp | 81.4%0pp | 68.1%+13.4pp |
| Annual return | 13.96% | 41.30%-27.3pp | 38.47%-24.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,633 | $6,754-1.8% | $7,956-16.6% | $4,139+60.2% |
| Admin fee / account holder | $4,164 | $13,455-69.0% | $11,381-63.4% | $7,234-42.4% |