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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 | $166,659 | $77,358+115.4% | $102,184+63.1% | $87,485+90.5% |
| Participation rate | 96.1% | 78.7%+17.4pp | 82.6%+13.5pp | 68.9%+27.1pp |
| Annual return | 13.78% | 41.11%-27.3pp | 31.58%-17.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,446 | $6,753-34.2% | $8,309-46.5% | $4,274+4.0% |
| Admin fee / account holder | $26,848 | $6,809+294.3% | $11,609+131.3% | $7,775+245.3% |