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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 | $58,575 | $54,763+7.0% | $90,324-35.2% | $72,976-19.7% |
| Participation rate | 96.5% | 65.2%+31.3pp | 73.3%+23.2pp | 69.5%+27.0pp |
| Annual return | 9.87% | 30.63%-20.8pp | 78.15%-68.3pp | 81.02%-71.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,063 | $2,887+40.7% | $3,885+4.6% | $3,608+12.6% |
| Admin fee / account holder | $5,029 | $3,973+26.6% | $5,356-6.1% | $5,124-1.9% |