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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 | $85,222 | $98,240-13.3% | $82,312+3.5% | $147,586-42.3% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 4.15% | 30.85%-26.7pp | 25.88%-21.7pp | 578.59%-574.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,498 | $4,383-43.0% | $3,706-32.6% | $5,439-54.1% |
| Admin fee / account holder | $6,160 | $8,563-28.1% | $5,608+9.8% | $10,886-43.4% |