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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 | $97,144 | $78,015+24.5% | $178,505-45.6% | $80,959+20.0% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.7%+5.4pp |
| Annual return | 8.96% | 18.10%-9.1pp | 27.16%-18.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,648 | $4,406+28.2% | $6,280-10.1% | $4,300+31.3% |
| Admin fee / account holder | $8,387 | $7,160+17.1% | $10,428-19.6% | $6,925+21.1% |