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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 | $159,163 | $106,524+49.4% | $152,301+4.5% | $87,485+81.9% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.4%+2.0pp | 68.9%+15.5pp |
| Annual return | 13.84% | 26.89%-13.0pp | 80.50%-66.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,838 | $6,525+66.1% | $8,004+35.4% | $4,274+153.6% |
| Admin fee / account holder | $6,866 | $8,287-17.1% | $14,398-52.3% | $7,775-11.7% |