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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 | $77,604 | $67,411+15.1% | $91,004-14.7% | $70,126+10.7% |
| Participation rate | 93.7% | 71.4%+22.3pp | 75.6%+18.1pp | 69.5%+24.1pp |
| Annual return | 6.68% | -40.16%+46.8pp | 4.60%+2.1pp | 73.15%-66.5pp |
| Employer contribution / active EE | $291 | $1,786-83.7% | $2,456-88.1% | $2,343-87.6% |
| Participant deferral / active EE | $3,346 | $2,823+18.5% | $3,548-5.7% | $3,332+0.4% |
| Admin fee / account holder | $1,846 | $4,236-56.4% | $5,417-65.9% | $4,645-60.3% |