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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 | $108,784 | $58,493+86.0% | $84,023+29.5% | $72,976+49.1% |
| Participation rate | 79.6% | 61.2%+18.4pp | 69.0%+10.6pp | 69.5%+10.1pp |
| Annual return | 0.30% | 28.93%-28.6pp | 71.32%-71.0pp | 81.02%-80.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,097 | $2,394+29.4% | $3,239-4.4% | $3,608-14.1% |
| Admin fee / account holder | $3,853 | $4,569-15.7% | $6,102-36.8% | $5,124-24.8% |