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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 | $55,371 | $54,763+1.1% | $90,324-38.7% | $72,976-24.1% |
| Participation rate | 90.7% | 65.2%+25.5pp | 73.3%+17.4pp | 69.5%+21.2pp |
| Annual return | 13.33% | 30.63%-17.3pp | 78.15%-64.8pp | 81.02%-67.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,778 | $2,887-3.8% | $3,885-28.5% | $3,608-23.0% |
| Admin fee / account holder | $4,025 | $3,973+1.3% | $5,356-24.8% | $5,124-21.4% |