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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 | $220,902 | $184,014+20.0% | $161,149+37.1% | $138,895+59.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.8%-6.1pp | 79.9%-7.2pp |
| Annual return | 9.77% | 21.52%-11.8pp | 21.16%-11.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,493 | $6,909+80.8% | $6,153+103.0% | $6,396+95.3% |
| Admin fee / account holder | $7,207 | $18,027-60.0% | $15,194-52.6% | $12,562-42.6% |