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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 | $102,367 | $67,602+51.4% | $82,312+24.4% | $70,126+46.0% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 12.06% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,616 | $2,987+21.1% | $3,706-2.4% | $3,332+8.5% |
| Admin fee / account holder | $25,867 | $4,512+473.3% | $5,608+361.3% | $4,645+456.8% |