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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 | $97,081 | $36,948+162.7% | $73,658+31.8% | $87,485+11.0% |
| Participation rate | 94.7% | 46.8%+47.8pp | 57.0%+37.6pp | 68.9%+25.7pp |
| Annual return | 9.02% | 28.64%-19.6pp | 29.72%-20.7pp | 26.06%-17.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,067 | $1,379+49.9% | $2,062+0.3% | $4,274-51.6% |
| Admin fee / account holder | $3,634 | $2,531+43.6% | $3,357+8.3% | $7,775-53.3% |