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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 | $98,356 | $72,269+36.1% | $101,271-2.9% | $79,852+23.2% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 9.98% | 22.29%-12.3pp | 46.48%-36.5pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,549 | $3,282-22.3% | $4,371-41.7% | $3,740-31.9% |
| Admin fee / account holder | $1,012 | $4,401-77.0% | $5,948-83.0% | $5,306-80.9% |