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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 | $78,520+112.3% | $96,576+72.6% | $82,448+102.1% |
| Participation rate | 96.1% | 77.7%+18.3pp | 81.4%+14.6pp | 68.1%+28.0pp |
| Annual return | 13.78% | 41.30%-27.5pp | 38.47%-24.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,446 | $6,754-34.2% | $7,956-44.1% | $4,139+7.4% |
| Admin fee / account holder | $26,848 | $13,455+99.5% | $11,381+135.9% | $7,234+271.1% |