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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 | $96,289+120.5% | $213,469-0.6% | $87,485+142.7% |
| Participation rate | 94.2% | 69.6%+24.7pp | 77.1%+17.1pp | 68.9%+25.3pp |
| Annual return | 11.16% | 17.78%-6.6pp | 20.58%-9.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,453 | $4,750+14.8% | $6,841-20.3% | $4,274+27.6% |
| Admin fee / account holder | $2,698 | $9,670-72.1% | $27,141-90.1% | $7,775-65.3% |