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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 | $223,199 | $98,766+126.0% | $149,730+49.1% | $79,852+179.5% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 9.06% | 27.43%-18.4pp | 276.70%-267.6pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,960 | $5,681+4.9% | $6,843-12.9% | $3,740+59.3% |
| Admin fee / account holder | $12,002 | $6,052+98.3% | $9,310+28.9% | $5,306+126.2% |