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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 | $116,476 | $88,370+31.8% | $112,977+3.1% | $79,856+45.9% |
| Participation rate | 82.1% | 76.8%+5.3pp | 82.6%-0.5pp | 69.6%+12.4pp |
| Annual return | 11.08% | 23.16%-12.1pp | 24.24%-13.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,177 | $4,536+14.1% | $5,836-11.3% | $3,741+38.4% |
| Admin fee / account holder | $74,498 | $5,750+1195.6% | $6,294+1083.7% | $5,306+1303.9% |