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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 | $112,590 | $48,078+134.2% | $78,676+43.1% | $62,881+79.1% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.6%+12.6pp | 69.3%+16.9pp |
| Annual return | -1.41% | 31.36%-32.8pp | 62.19%-63.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,776 | $2,587+123.3% | $3,517+64.2% | $3,203+80.3% |
| Admin fee / account holder | $1,515 | $3,206-52.7% | $4,510-66.4% | $4,296-64.7% |