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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 | $65,008 | $56,894+14.3% | $84,753-23.3% | $62,881+3.4% |
| Participation rate | 94.4% | 68.5%+25.9pp | 76.6%+17.9pp | 69.3%+25.1pp |
| Annual return | -0.46% | 6.30%-6.8pp | 22.78%-23.2pp | 20.14%-20.6pp |
| Employer contribution / active EE | $370 | $2,400-84.6% | $3,574-89.6% | $2,281-83.8% |
| Participant deferral / active EE | $2,784 | $2,709+2.7% | $3,712-25.0% | $3,203-13.1% |
| Admin fee / account holder | $3,388 | $3,581-5.4% | $5,333-36.5% | $4,296-21.1% |