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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 | $60,803 | $98,240-38.1% | $82,312-26.1% | $147,586-58.8% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 5.32% | 30.85%-25.5pp | 25.88%-20.6pp | 578.59%-573.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,780 | $4,383-59.4% | $3,706-52.0% | $5,439-67.3% |
| Admin fee / account holder | $5,940 | $8,563-30.6% | $5,608+5.9% | $10,886-45.4% |