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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 | $194,030 | $106,864+81.6% | $147,318+31.7% | $82,637+134.8% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.1%+9.0pp | 68.1%+23.1pp |
| Annual return | 13.92% | 27.49%-13.6pp | 70.43%-56.5pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,973 | $6,496+7.3% | $7,906-11.8% | $4,126+69.0% |
| Admin fee / account holder | $6,734 | $8,415-20.0% | $13,708-50.9% | $7,339-8.2% |