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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 | $177,071 | $199,109-11.1% | $173,730+1.9% | $154,746+14.4% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.6%-7.3pp | 80.7%-8.5pp |
| Annual return | 8.53% | 20.02%-11.5pp | 19.96%-11.4pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,996 | $7,113-43.8% | $6,326-36.8% | $6,730-40.6% |
| Admin fee / account holder | $13,972 | $20,916-33.2% | $17,523-20.3% | $14,365-2.7% |