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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 | $69,201 | $60,349+14.7% | $74,184-6.7% | $62,881+10.1% |
| Participation rate | 81.4% | 72.7%+8.7pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 3.36% | 21.38%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,443 | $2,856-14.5% | $3,550-31.2% | $3,203-23.7% |
| Admin fee / account holder | $3,713 | $4,261-12.9% | $5,586-33.5% | $4,296-13.6% |