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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 | $53,354 | $51,207+4.2% | $70,565-24.4% | $75,177-29.0% |
| Participation rate | 74.6% | 61.0%+13.6pp | 68.4%+6.2pp | 67.2%+7.4pp |
| Annual return | 13.38% | 30.05%-16.7pp | 32.79%-19.4pp | 160.75%-147.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,409 | $2,850+54.7% | $4,568-3.5% | $4,126+6.8% |
| Admin fee / account holder | $4,982 | $4,097+21.6% | $6,430-22.5% | $5,651-11.8% |