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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 | $138,612 | $126,661+9.4% | $113,397+22.2% | $138,895-0.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 9.79% | 25.05%-15.3pp | 23.20%-13.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,496 | $5,693-56.1% | $5,076-50.8% | $6,396-61.0% |
| Admin fee / account holder | $3,005 | $14,549-79.3% | $11,957-74.9% | $12,562-76.1% |