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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 | $52,318 | $49,249+6.2% | $70,476-25.8% | $79,852-34.5% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 69.6%+22.0pp |
| Annual return | 4.62% | 30.09%-25.5pp | 109.12%-104.5pp | 31.72%-27.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,771 | $2,769-36.0% | $3,710-52.3% | $3,740-52.7% |
| Admin fee / account holder | $3,658 | $2,878+27.1% | $3,847-4.9% | $5,306-31.1% |