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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 | $60,610 | $48,314+25.5% | $67,561-10.3% | $80,925-25.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.07% | 18.28%-7.2pp | 3525.44%-3514.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,889 | $2,927-1.3% | $4,003-27.8% | $4,299-32.8% |
| Admin fee / account holder | $4,429 | $3,690+20.1% | $4,006+10.6% | $6,940-36.2% |