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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 | $78,232 | $53,128+47.3% | $86,582-9.6% | $70,126+11.6% |
| Participation rate | 95.6% | 65.3%+30.3pp | 73.5%+22.0pp | 69.5%+26.0pp |
| Annual return | 11.05% | 27.66%-16.6pp | 965.08%-954.0pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,101 | $2,695+15.1% | $3,609-14.1% | $3,332-6.9% |
| Admin fee / account holder | $7,038 | $3,584+96.4% | $4,904+43.5% | $4,645+51.5% |