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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 | $76,834+204.7% | $108,359+116.1% | $87,485+167.6% |
| Participation rate | 98.1% | 61.7%+36.3pp | 70.1%+28.0pp | 68.9%+29.1pp |
| Annual return | 5.73% | 19.09%-13.4pp | 36.89%-31.2pp | 26.06%-20.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,202 | $3,100+67.8% | $4,137+25.7% | $4,274+21.7% |
| Admin fee / account holder | $22,401 | $6,537+242.7% | $9,741+130.0% | $7,775+188.1% |