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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 | $132,886 | $101,795+30.5% | $165,100-19.5% | $80,959+64.1% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.0pp | 67.7%+22.0pp |
| Annual return | 8.70% | 16.73%-8.0pp | 70.21%-61.5pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,100 | $4,476-8.4% | $6,035-32.1% | $4,300-4.7% |
| Admin fee / account holder | $2,243 | $8,221-72.7% | $12,696-82.3% | $6,925-67.6% |