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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 | $59,518 | $52,911+12.5% | $73,309-18.8% | $59,633-0.2% |
| Participation rate | 86.2% | 68.2%+17.9pp | 74.9%+11.2pp | 68.7%+17.5pp |
| Annual return | -2.55% | 12.20%-14.8pp | 5.67%-8.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,013 | $4,069-50.5% | $4,991-59.7% | $3,192-36.9% |
| Admin fee / account holder | $3,746 | $3,835-2.3% | $5,635-33.5% | $4,297-12.8% |