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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 | $65,981 | $52,911+24.7% | $73,309-10.0% | $59,633+10.6% |
| Participation rate | 83.3% | 68.2%+15.1pp | 74.9%+8.4pp | 68.7%+14.7pp |
| Annual return | -3.58% | 12.20%-15.8pp | 5.67%-9.3pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,754 | $4,069+16.8% | $4,991-4.8% | $3,192+48.9% |
| Admin fee / account holder | $518 | $3,835-86.5% | $5,635-90.8% | $4,297-87.9% |