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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 | $37,156+161.3% | $83,854+15.8% | $86,983+11.6% |
| Participation rate | 94.7% | 49.1%+45.6pp | 59.1%+35.6pp | 69.5%+25.1pp |
| Annual return | 9.02% | 29.88%-20.9pp | 31.39%-22.4pp | 25.83%-16.8pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,067 | $1,418+45.8% | $2,035+1.6% | $4,194-50.7% |
| Admin fee / account holder | $3,634 | $2,510+44.8% | $3,197+13.7% | $7,856-53.7% |