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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 | $119,126 | $114,712+3.8% | $173,730-31.4% | $87,485+36.2% |
| Participation rate | 92.0% | 73.0%+19.0pp | 79.6%+12.4pp | 68.9%+23.1pp |
| Annual return | 8.97% | 20.18%-11.2pp | 19.96%-11.0pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,654 | $4,642-42.8% | $6,326-58.0% | $4,274-37.9% |
| Admin fee / account holder | $2,420 | $10,210-76.3% | $17,523-86.2% | $7,775-68.9% |