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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 | $78,503 | $67,602+16.1% | $82,312-4.6% | $70,126+11.9% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 10.23% | 21.57%-11.3pp | 25.88%-15.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,367 | $2,987-54.2% | $3,706-63.1% | $3,332-59.0% |
| Admin fee / account holder | $10,491 | $4,512+132.5% | $5,608+87.1% | $4,645+125.8% |