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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 | $90,958 | $72,269+25.9% | $101,271-10.2% | $79,852+13.9% |
| Participation rate | 88.1% | 68.5%+19.6pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 8.94% | 22.29%-13.4pp | 46.48%-37.5pp | 31.72%-22.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,178 | $3,282-33.6% | $4,371-50.2% | $3,740-41.8% |
| Admin fee / account holder | $3,881 | $4,401-11.8% | $5,948-34.8% | $5,306-26.9% |