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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 | $151,793 | $138,393+9.7% | $184,256-17.6% | $80,959+87.5% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.7%+29.7pp |
| Annual return | 10.92% | 20.01%-9.1pp | 28.85%-17.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,210 | $4,847-75.0% | $6,427-81.2% | $2,757-56.1% |
| Participant deferral / active EE | $10,122 | $7,076+43.0% | $9,133+10.8% | $4,300+135.4% |
| Admin fee / account holder | $4,505 | $10,489-57.0% | $13,899-67.6% | $6,925-34.9% |