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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 | $123,448 | $64,719+90.7% | $112,249+10.0% | $68,486+80.3% |
| Participation rate | 86.5% | 67.2%+19.3pp | 75.1%+11.4pp | 67.9%+18.6pp |
| Annual return | -20.10% | -11.40%-8.7pp | 27.48%-47.6pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,667 | $3,565-53.2% | $4,729-64.7% | $4,028-58.6% |
| Admin fee / account holder | $7,124 | $5,232+36.1% | $6,412+11.1% | $5,404+31.8% |