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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 | $102,789 | $94,436+8.8% | $115,599-11.1% | $82,637+24.4% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.3%+19.2pp | 68.1%+25.4pp |
| Annual return | 11.41% | 18.37%-7.0pp | 111.10%-99.7pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,820 | $3,955-54.0% | $4,889-62.8% | $4,126-55.9% |
| Admin fee / account holder | $538 | $10,328-94.8% | $12,841-95.8% | $7,339-92.7% |