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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 | $104,104 | $108,825-4.3% | $156,181-33.3% | $82,448+26.3% |
| Participation rate | 82.4% | 72.4%+10.0pp | 78.8%+3.5pp | 68.1%+14.3pp |
| Annual return | 10.03% | 20.59%-10.6pp | 64.87%-54.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,630 | $4,577+23.0% | $6,132-8.2% | $4,139+36.0% |
| Admin fee / account holder | $12,146 | $9,341+30.0% | $14,586-16.7% | $7,234+67.9% |