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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 | $86,775 | $54,757+58.5% | $90,304-3.9% | $72,975+18.9% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.3%+18.4pp | 69.5%+22.2pp |
| Annual return | 12.04% | 30.63%-18.6pp | 78.13%-66.1pp | 81.01%-69.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,615 | $2,887+94.5% | $3,885+44.5% | $3,608+55.6% |
| Admin fee / account holder | $3,881 | $3,973-2.3% | $5,354-27.5% | $5,124-24.3% |