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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 | $85,207 | $89,370-4.7% | $141,197-39.7% | $72,976+16.8% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.5pp | 69.5%+14.4pp |
| Annual return | 5.71% | 111.88%-106.2pp | 71.41%-65.7pp | 81.02%-75.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,670 | $5,419-32.3% | $6,710-45.3% | $3,608+1.7% |
| Admin fee / account holder | $3,912 | $5,957-34.3% | $10,265-61.9% | $5,124-23.7% |