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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 | $212,290 | $92,811+128.7% | $238,191-10.9% | $86,983+144.1% |
| Participation rate | 94.2% | 69.3%+24.9pp | 77.1%+17.1pp | 69.5%+24.7pp |
| Annual return | 11.16% | 16.16%-5.0pp | 13.02%-1.9pp | 25.83%-14.7pp |
| Employer contribution / active EE | $0 | $2,728-100.0% | $5,082-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,453 | $4,479+21.8% | $6,726-18.9% | $4,194+30.0% |
| Admin fee / account holder | $2,698 | $9,177-70.6% | $34,582-92.2% | $7,856-65.7% |