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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 | $71,841 | $48,364+48.5% | $71,796+0.1% | $62,881+14.2% |
| Participation rate | 87.5% | 60.6%+26.9pp | 69.1%+18.4pp | 69.3%+18.2pp |
| Annual return | 4.25% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,517 | $2,091+68.2% | $2,794+25.8% | $3,203+9.8% |
| Admin fee / account holder | $1,804 | $3,771-52.2% | $4,815-62.5% | $4,296-58.0% |