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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 | $131,323 | $99,875+31.5% | $146,866-10.6% | $86,983+51.0% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 11.76% | 28.10%-16.3pp | 102.85%-91.1pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,168 | $6,322-2.4% | $7,759-20.5% | $4,194+47.1% |
| Admin fee / account holder | $3,080 | $7,838-60.7% | $13,620-77.4% | $7,856-60.8% |