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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 | $108,200 | $62,583+72.9% | $76,767+40.9% | $64,173+68.6% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | -7.65% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,520 | $3,145+75.5% | $3,852+43.3% | $3,470+59.1% |
| Admin fee / account holder | $8,700 | $4,667+86.4% | $6,675+30.3% | $4,887+78.0% |