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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 | $106,524+23.3% | $152,301-13.8% | $87,485+50.1% |
| Participation rate | 85.2% | 75.8%+9.5pp | 82.4%+2.8pp | 68.9%+16.3pp |
| Annual return | 11.76% | 26.89%-15.1pp | 80.50%-68.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,168 | $6,525-5.5% | $8,004-22.9% | $4,274+44.3% |
| Admin fee / account holder | $3,080 | $8,287-62.8% | $14,398-78.6% | $7,775-60.4% |