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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 | $84,284 | $65,704+28.3% | $94,229-10.6% | $59,633+41.3% |
| Participation rate | 97.0% | 72.1%+24.8pp | 78.8%+18.2pp | 68.7%+28.3pp |
| Annual return | -3.49% | 5.22%-8.7pp | 10.68%-14.2pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,503 | $3,143-20.4% | $4,320-42.1% | $3,192-21.6% |
| Admin fee / account holder | $6,089 | $4,265+42.8% | $6,269-2.9% | $4,297+41.7% |