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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 | $77,588 | $48,076+61.4% | $78,693-1.4% | $62,891+23.4% |
| Participation rate | 98.1% | 65.2%+32.9pp | 73.6%+24.5pp | 69.3%+28.8pp |
| Annual return | 2.05% | 31.35%-29.3pp | 62.18%-60.1pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,283 | $2,588+258.7% | $3,517+164.0% | $3,203+189.8% |
| Admin fee / account holder | $755 | $3,207-76.4% | $4,511-83.3% | $4,296-82.4% |