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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 | $167,639 | $106,749+57.0% | $145,433+15.3% | $82,448+103.3% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 12.62% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,297 | $6,519+88.7% | $7,897+55.7% | $4,139+197.1% |
| Admin fee / account holder | $17,102 | $8,390+103.8% | $13,129+30.3% | $7,234+136.4% |