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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 | $93,218 | $67,894+37.3% | $89,340+4.3% | $82,448+13.1% |
| Participation rate | 73.2% | 64.0%+9.1pp | 69.6%+3.6pp | 68.1%+5.1pp |
| Annual return | 8.28% | 19.21%-10.9pp | 20.57%-12.3pp | 41.64%-33.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,860 | $3,072+25.6% | $3,823+1.0% | $4,139-6.8% |
| Admin fee / account holder | $898 | $5,723-84.3% | $6,704-86.6% | $7,234-87.6% |