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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 | $99,761 | $56,054+78.0% | $171,082-41.7% | $62,881+58.6% |
| Participation rate | 71.4% | 62.9%+8.6pp | 76.7%-5.3pp | 69.3%+2.1pp |
| Annual return | 4.35% | 22.52%-18.2pp | 32.56%-28.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,006 | $3,158+90.2% | $4,797+25.2% | $3,203+87.5% |
| Admin fee / account holder | $18,072 | $3,647+395.6% | $8,520+112.1% | $4,296+320.7% |