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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 | $78,978 | $54,541+44.8% | $78,778+0.3% | $70,126+12.6% |
| Participation rate | 93.0% | 60.8%+32.2pp | 69.2%+23.8pp | 69.5%+23.4pp |
| Annual return | 12.11% | 21.07%-9.0pp | 35.62%-23.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,431 | $2,210+100.5% | $2,958+49.8% | $3,332+33.0% |
| Admin fee / account holder | $2,943 | $3,709-20.6% | $5,134-42.7% | $4,645-36.6% |