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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 | $88,556 | $68,681+28.9% | $86,615+2.2% | $85,847+3.2% |
| Participation rate | 74.4% | 66.4%+8.0pp | 71.6%+2.7pp | 69.3%+5.0pp |
| Annual return | 7.26% | 20.12%-12.9pp | 63.51%-56.3pp | 318.61%-311.3pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,176 | $2,919+8.8% | $3,699-14.1% | $3,952-19.6% |
| Admin fee / account holder | $1,086 | $5,974-81.8% | $5,830-81.4% | $6,261-82.6% |