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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 | $87,809 | $71,878+22.2% | $86,698+1.3% | $68,486+28.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.19% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,767 | $3,779-0.3% | $4,656-19.1% | $4,028-6.5% |
| Admin fee / account holder | $2,076 | $6,113-66.0% | $7,493-72.3% | $5,404-61.6% |