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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 | $95,304 | $78,428+21.5% | $95,960-0.7% | $79,852+19.4% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 7.85% | 19.37%-11.5pp | 91.63%-83.8pp | 31.72%-23.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,948 | $3,440-14.3% | $4,167-29.3% | $3,740-21.2% |
| Admin fee / account holder | $3,346 | $5,622-40.5% | $6,797-50.8% | $5,306-36.9% |