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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 | $169,265 | $84,236+100.9% | $170,435-0.7% | $70,126+141.4% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 3.82% | 23.06%-19.2pp | 205.94%-202.1pp | 73.15%-69.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,897 | $3,086+91.1% | $4,939+19.4% | $3,332+77.0% |
| Admin fee / account holder | $7,937 | $5,698+39.3% | $13,881-42.8% | $4,645+70.9% |