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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 | $109,882 | $53,774+104.3% | $134,162-18.1% | $79,856+37.6% |
| Participation rate | 82.8% | 58.8%+24.0pp | 72.2%+10.6pp | 69.6%+13.1pp |
| Annual return | 9.20% | 19.01%-9.8pp | 36.35%-27.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,184 | $2,420+72.9% | $3,500+19.6% | $3,741+11.9% |
| Admin fee / account holder | $2,424 | $3,985-39.2% | $6,685-63.7% | $5,306-54.3% |