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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 | $50,994 | $50,554+0.9% | $67,681-24.7% | $87,485-41.7% |
| Participation rate | 92.0% | 67.7%+24.3pp | 73.7%+18.3pp | 68.9%+23.1pp |
| Annual return | 10.40% | 17.81%-7.4pp | 590.58%-580.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,502 | $2,961+52.0% | $3,976+13.3% | $4,274+5.4% |
| Admin fee / account holder | $2,575 | $4,132-37.7% | $6,100-57.8% | $7,775-66.9% |