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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 | $141,493 | $101,795+39.0% | $165,100-14.3% | $80,959+74.8% |
| Participation rate | 88.0% | 71.8%+16.1pp | 78.6%+9.3pp | 67.7%+20.3pp |
| Annual return | 10.49% | 16.73%-6.2pp | 70.21%-59.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,973 | $4,476+78.1% | $6,035+32.1% | $4,300+85.4% |
| Admin fee / account holder | $31,260 | $8,221+280.2% | $12,696+146.2% | $6,925+351.4% |