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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 | $106,864+56.9% | $147,318+13.8% | $82,637+102.9% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.1%+13.1pp | 68.1%+27.1pp |
| Annual return | 12.62% | 27.49%-14.9pp | 70.43%-57.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,297 | $6,496+89.3% | $7,906+55.5% | $4,126+198.0% |
| Admin fee / account holder | $17,102 | $8,415+103.2% | $13,708+24.8% | $7,339+133.0% |