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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 | $99,633+113.1% | $183,328+15.8% | $82,448+157.5% |
| Participation rate | 94.2% | 70.8%+23.5pp | 77.3%+16.9pp | 68.1%+26.2pp |
| Annual return | 11.16% | 17.84%-6.7pp | 29.67%-18.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,453 | $4,938+10.4% | $6,795-19.8% | $4,139+31.7% |
| Admin fee / account holder | $2,698 | $9,934-72.8% | $21,427-87.4% | $7,234-62.7% |