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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 | $91,208 | $48,364+88.6% | $71,796+27.0% | $62,881+45.0% |
| Participation rate | 92.0% | 60.6%+31.4pp | 69.1%+22.9pp | 69.3%+22.7pp |
| Annual return | 4.11% | 13.16%-9.1pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,721 | $2,091+30.1% | $2,794-2.6% | $3,203-15.0% |
| Admin fee / account holder | $7,270 | $3,771+92.8% | $4,815+51.0% | $4,296+69.2% |