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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 | $234,140 | $77,574+201.8% | $108,753+115.3% | $86,983+169.2% |
| Participation rate | 98.1% | 62.3%+35.8pp | 71.1%+27.0pp | 69.5%+28.5pp |
| Annual return | 5.73% | 18.42%-12.7pp | 37.47%-31.7pp | 25.83%-20.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,202 | $3,128+66.3% | $4,115+26.4% | $4,194+24.0% |
| Admin fee / account holder | $22,401 | $6,529+243.1% | $10,320+117.1% | $7,856+185.2% |