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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 | $127,092 | $110,137+15.4% | $161,149-21.1% | $82,637+53.8% |
| Participation rate | 78.8% | 72.4%+6.4pp | 78.8%0pp | 68.1%+10.7pp |
| Annual return | 8.39% | 20.69%-12.3pp | 21.16%-12.8pp | 53.51%-45.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,489 | $4,575+20.0% | $6,153-10.8% | $4,126+33.0% |
| Admin fee / account holder | $8,563 | $9,467-9.5% | $15,194-43.6% | $7,339+16.7% |