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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 | $182,065 | $101,795+78.9% | $165,100+10.3% | $80,959+124.9% |
| Participation rate | 80.4% | 71.8%+8.6pp | 78.6%+1.8pp | 67.7%+12.7pp |
| Annual return | 10.32% | 16.73%-6.4pp | 70.21%-59.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,962 | $4,476+33.2% | $6,035-1.2% | $4,300+38.6% |
| Admin fee / account holder | $14,106 | $8,221+71.6% | $12,696+11.1% | $6,925+103.7% |