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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 | $114,972 | $72,607+58.3% | $90,259+27.4% | $87,485+31.4% |
| Participation rate | 80.3% | 64.8%+15.5pp | 70.7%+9.5pp | 68.9%+11.3pp |
| Annual return | 8.61% | 18.59%-10.0pp | 18.88%-10.3pp | 26.06%-17.5pp |
| Employer contribution / active EE | $266 | $1,919-86.2% | $2,291-88.4% | $2,596-89.8% |
| Participant deferral / active EE | $5,954 | $3,055+94.9% | $3,827+55.6% | $4,274+39.3% |
| Admin fee / account holder | $17,967 | $5,947+202.1% | $7,267+147.2% | $7,775+131.1% |