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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 | $88,619 | $57,541+54.0% | $95,740-7.4% | $75,173+17.9% |
| Participation rate | 73.8% | 62.5%+11.3pp | 72.3%+1.5pp | 67.2%+6.6pp |
| Annual return | 11.39% | 34.93%-23.5pp | 28.41%-17.0pp | 160.72%-149.3pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,943 | $3,074-4.3% | $4,244-30.7% | $4,126-28.7% |
| Admin fee / account holder | $2,078 | $4,099-49.3% | $5,676-63.4% | $5,651-63.2% |