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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 | $154,873 | $76,551+102.3% | $123,894+25.0% | $62,881+146.3% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 5.85% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,522 | $4,840+96.7% | $5,984+59.1% | $3,203+197.3% |
| Admin fee / account holder | $13,373 | $4,826+177.1% | $8,357+60.0% | $4,296+211.3% |