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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 | $106,946 | $93,064+14.9% | $74,577+43.4% | $273,972-61.0% |
| Participation rate | 94.1% | 74.9%+19.2pp | 68.1%+26.0pp | 83.0%+11.1pp |
| Annual return | -0.48% | 26.18%-26.7pp | 20.47%-21.0pp | 41.46%-41.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,885 | $4,160+89.5% | $3,458+128.0% | $5,287+49.1% |
| Admin fee / account holder | $1,496 | $5,273-71.6% | $4,138-63.9% | $10,133-85.2% |