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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 | $82,620 | $64,920+27.3% | $103,693-20.3% | $86,983-5.0% |
| Participation rate | 97.1% | 63.6%+33.6pp | 72.6%+24.5pp | 69.5%+27.6pp |
| Annual return | 11.26% | 30.29%-19.0pp | 47.61%-36.4pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,630 | $3,241+73.7% | $4,579+22.9% | $4,194+34.2% |
| Admin fee / account holder | $20,342 | $6,191+228.5% | $7,858+158.9% | $7,856+158.9% |