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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 | $123,478-3.5% | $216,567-45.0% | $94,015+26.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 81.6%+10.4pp | 70.8%+21.2pp |
| Annual return | 8.97% | 23.61%-14.6pp | 12.94%-4.0pp | 17.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,654 | $4,556-41.7% | $6,191-57.1% | $4,249-37.5% |
| Admin fee / account holder | $2,420 | $12,753-81.0% | $21,981-89.0% | $8,951-73.0% |