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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 | $108,825+9.5% | $156,181-23.7% | $82,448+44.5% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.2pp | 68.1%+23.9pp |
| Annual return | 8.97% | 20.59%-11.6pp | 64.87%-55.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,654 | $4,577-42.0% | $6,132-56.7% | $4,139-35.9% |
| Admin fee / account holder | $2,420 | $9,341-74.1% | $14,586-83.4% | $7,234-66.6% |