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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 | $81,740 | $58,311+40.2% | $81,882-0.2% | $80,959+1.0% |
| Participation rate | 72.0% | 63.5%+8.5pp | 72.4%-0.4pp | 67.7%+4.3pp |
| Annual return | 10.22% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,249 | $3,287+29.3% | $4,323-1.7% | $4,300-1.2% |
| Admin fee / account holder | $10,964 | $4,752+130.7% | $7,360+49.0% | $6,925+58.3% |