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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 | $105,799 | $60,349+75.3% | $74,184+42.6% | $62,881+68.3% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 2.90% | 21.38%-18.5pp | 17.74%-14.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,236 | $2,856+13.3% | $3,550-8.8% | $3,203+1.0% |
| Admin fee / account holder | $32,043 | $4,261+652.0% | $5,586+473.7% | $4,296+645.9% |