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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 | $151,234 | $95,404+58.5% | $113,397+33.4% | $82,637+83.0% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.5%+2.1pp | 68.1%+10.5pp |
| Annual return | 11.68% | 19.08%-7.4pp | 23.20%-11.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,410 | $4,220+51.9% | $5,076+26.3% | $4,126+55.3% |
| Admin fee / account holder | $30,644 | $9,168+234.2% | $11,957+156.3% | $7,339+317.6% |