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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 | $84,448 | $86,919-2.8% | $102,457-17.6% | $80,911+4.4% |
| Participation rate | 73.5% | 72.4%+1.1pp | 76.5%-3.0pp | 67.6%+5.8pp |
| Annual return | 10.11% | 18.90%-8.8pp | 29.41%-19.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,850 | $4,119-30.8% | $5,054-43.6% | $4,297-33.7% |
| Admin fee / account holder | $10,371 | $8,049+28.8% | $9,451+9.7% | $6,935+49.6% |