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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 | $78,687 | $45,050+74.7% | $63,018+24.9% | $70,126+12.2% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 10.80% | 18.76%-8.0pp | 87.62%-76.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,905 | $2,466+180.1% | $3,330+107.4% | $3,332+107.2% |
| Admin fee / account holder | $1,759 | $2,834-37.9% | $3,601-51.2% | $4,645-62.1% |