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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 | $133,413 | $66,402+100.9% | $109,895+21.4% | $85,856+55.4% |
| Participation rate | 76.5% | 63.9%+12.6pp | 74.2%+2.2pp | 69.3%+7.2pp |
| Annual return | 8.53% | 19.59%-11.1pp | 29.46%-20.9pp | 318.58%-310.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,843-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,412 | $2,842+20.0% | $4,049-15.7% | $3,952-13.7% |
| Admin fee / account holder | $3,084 | $4,557-32.3% | $6,067-49.2% | $6,261-50.7% |