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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 | $74,407 | $60,349+23.3% | $74,184+0.3% | $62,881+18.3% |
| Participation rate | 74.4% | 72.7%+1.6pp | 76.6%-2.3pp | 69.3%+5.1pp |
| Annual return | 1.93% | 21.38%-19.4pp | 17.74%-15.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,498 | $2,856-47.6% | $3,550-57.8% | $3,203-53.2% |
| Admin fee / account holder | $3,339 | $4,261-21.6% | $5,586-40.2% | $4,296-22.3% |