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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 | $83,400 | $48,364+72.4% | $71,796+16.2% | $62,881+32.6% |
| Participation rate | 71.1% | 60.6%+10.5pp | 69.1%+2.0pp | 69.3%+1.8pp |
| Annual return | 3.98% | 13.16%-9.2pp | 78.04%-74.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,011 | $2,091-3.8% | $2,794-28.0% | $3,203-37.2% |
| Admin fee / account holder | $2,305 | $3,771-38.9% | $4,815-52.1% | $4,296-46.3% |