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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 | $73,557 | $68,681+7.1% | $86,625-15.1% | $85,851-14.3% |
| Participation rate | 85.3% | 66.4%+18.9pp | 71.6%+13.6pp | 69.3%+16.0pp |
| Annual return | 9.50% | 20.12%-10.6pp | 63.52%-54.0pp | 318.63%-309.1pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,752 | $2,919+62.8% | $3,700+28.4% | $3,952+20.2% |
| Admin fee / account holder | $2,166 | $5,974-63.7% | $5,830-62.8% | $6,261-65.4% |