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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 | $111,724 | $58,828+89.9% | $78,002+43.2% | $62,881+77.7% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 2.21% | 17.16%-14.9pp | 425.99%-423.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,347 | $2,686+24.6% | $3,497-4.3% | $3,203+4.5% |
| Admin fee / account holder | $29,995 | $4,393+582.8% | $5,481+447.3% | $4,296+598.3% |