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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 | $94,403 | $76,551+23.3% | $123,894-23.8% | $62,881+50.1% |
| Participation rate | 98.8% | 73.0%+25.8pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 5.33% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,970 | $4,840+64.7% | $5,984+33.2% | $3,203+148.8% |
| Admin fee / account holder | $4,683 | $4,826-3.0% | $8,357-44.0% | $4,296+9.0% |