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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 | $55,590 | $48,011+15.8% | $63,803-12.9% | $82,637-32.7% |
| Participation rate | 84.6% | 66.6%+18.0pp | 72.7%+11.9pp | 68.1%+16.6pp |
| Annual return | 10.57% | 19.84%-9.3pp | 543.72%-533.1pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,444 | $2,846+21.0% | $3,843-10.4% | $4,126-16.5% |
| Admin fee / account holder | $514 | $3,873-86.7% | $5,196-90.1% | $7,339-93.0% |