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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 | $108,969 | $37,436+191.1% | $77,513+40.6% | $79,858+36.5% |
| Participation rate | 74.2% | 41.5%+32.7pp | 54.2%+20.0pp | 69.6%+4.6pp |
| Annual return | 9.45% | 39.75%-30.3pp | 54.81%-45.4pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,895 | $1,261+288.3% | $1,861+163.0% | $3,740+30.9% |
| Admin fee / account holder | $26,674 | $2,505+964.7% | $2,859+833.0% | $5,306+402.7% |