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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 | $110,137-5.5% | $161,149-35.4% | $82,637+26.0% |
| Participation rate | 82.4% | 72.4%+10.0pp | 78.8%+3.5pp | 68.1%+14.3pp |
| Annual return | 10.03% | 20.69%-10.7pp | 21.16%-11.1pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,630 | $4,575+23.1% | $6,153-8.5% | $4,126+36.5% |
| Admin fee / account holder | $12,146 | $9,467+28.3% | $15,194-20.1% | $7,339+65.5% |