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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 | $51,243 | $35,183+45.6% | $73,550-30.3% | $70,126-26.9% |
| Participation rate | 90.9% | 42.9%+48.0pp | 54.9%+36.0pp | 69.5%+21.4pp |
| Annual return | 12.36% | 26.90%-14.5pp | -15.16%+27.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,726 | $1,220+41.5% | $1,804-4.3% | $3,332-48.2% |
| Admin fee / account holder | $2,997 | $2,302+30.2% | $2,320+29.2% | $4,645-35.5% |