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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 | $89,483 | $67,411+32.7% | $91,004-1.7% | $70,126+27.6% |
| Participation rate | 96.7% | 71.4%+25.3pp | 75.6%+21.1pp | 69.5%+27.1pp |
| Annual return | 12.38% | -40.16%+52.5pp | 4.60%+7.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,214 | $2,823-21.6% | $3,548-37.6% | $3,332-33.6% |
| Admin fee / account holder | $2,931 | $4,236-30.8% | $5,417-45.9% | $4,645-36.9% |