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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 | $77,499 | $72,273+7.2% | $101,275-23.5% | $79,856-3.0% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | 10.47% | 22.30%-11.8pp | 46.48%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,236 | $3,282-31.9% | $4,371-48.8% | $3,741-40.2% |
| Admin fee / account holder | $596 | $4,401-86.5% | $5,948-90.0% | $5,306-88.8% |