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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 | $103,333 | $115,931-10.9% | $185,441-44.3% | $86,983+18.8% |
| Participation rate | 93.9% | 73.6%+20.3pp | 80.3%+13.7pp | 69.5%+24.4pp |
| Annual return | 9.84% | 21.47%-11.6pp | 20.16%-10.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,642 | $4,551+24.0% | $6,152-8.3% | $4,194+34.5% |
| Admin fee / account holder | $14,780 | $10,687+38.3% | $17,890-17.4% | $7,856+88.1% |