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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 | $173,656 | $106,749+62.7% | $145,433+19.4% | $82,448+110.6% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 13.24% | 27.59%-14.4pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,373 | $6,519+43.8% | $7,897+18.7% | $4,139+126.4% |
| Admin fee / account holder | $13,914 | $8,390+65.8% | $13,129+6.0% | $7,234+92.3% |