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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 | $114,712-9.9% | $173,730-40.5% | $87,485+18.1% |
| Participation rate | 93.9% | 73.0%+20.9pp | 79.6%+14.4pp | 68.9%+25.0pp |
| Annual return | 9.84% | 20.18%-10.3pp | 19.96%-10.1pp | 26.06%-16.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,642 | $4,642+21.6% | $6,326-10.8% | $4,274+32.0% |
| Admin fee / account holder | $14,780 | $10,210+44.8% | $17,523-15.7% | $7,775+90.1% |