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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 | $105,687 | $95,453+10.7% | $112,040-5.7% | $82,448+28.2% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 12.19% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,969 | $4,224-6.0% | $5,098-22.1% | $4,139-4.1% |
| Admin fee / account holder | $6,430 | $9,013-28.7% | $12,098-46.8% | $7,234-11.1% |