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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 | $106,524+57.4% | $152,301+10.1% | $87,485+91.6% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 12.62% | 26.89%-14.3pp | 80.50%-67.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,297 | $6,525+88.5% | $8,004+53.6% | $4,274+187.8% |
| Admin fee / account holder | $17,102 | $8,287+106.4% | $14,398+18.8% | $7,775+120.0% |