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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 | $123,113 | $54,541+125.7% | $78,778+56.3% | $70,126+75.6% |
| Participation rate | 88.9% | 60.8%+28.1pp | 69.2%+19.7pp | 69.5%+19.3pp |
| Annual return | 2.51% | 21.07%-18.6pp | 35.62%-33.1pp | 73.15%-70.6pp |
| Employer contribution / active EE | $121 | $1,089-88.9% | $1,986-93.9% | $2,343-94.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,440 | $3,709+73.6% | $5,134+25.4% | $4,645+38.6% |