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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 | $93,218 | $72,607+28.4% | $90,259+3.3% | $87,485+6.6% |
| Participation rate | 73.2% | 64.8%+8.4pp | 70.7%+2.4pp | 68.9%+4.2pp |
| Annual return | 8.28% | 18.59%-10.3pp | 18.88%-10.6pp | 26.06%-17.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,860 | $3,055+26.3% | $3,827+0.9% | $4,274-9.7% |
| Admin fee / account holder | $898 | $5,947-84.9% | $7,267-87.6% | $7,775-88.5% |