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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 | $132,265 | $93,598+41.3% | $135,974-2.7% | $75,173+75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.03% | 30.89%-16.9pp | 68.30%-54.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,681 | $6,405+129.2% | $7,760+89.2% | $4,126+255.8% |
| Admin fee / account holder | $6,752 | $6,978-3.2% | $10,767-37.3% | $5,651+19.5% |