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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 | $150,803 | $107,666+40.1% | $102,184+47.6% | $154,746-2.5% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.6%-0.8pp | 80.7%+1.1pp |
| Annual return | 11.03% | 29.33%-18.3pp | 31.58%-20.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,535 | $8,719+66.7% | $8,309+74.9% | $6,730+116.0% |
| Admin fee / account holder | $80,680 | $12,943+523.3% | $11,609+595.0% | $14,365+461.6% |