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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 | $65,459 | $48,011+36.3% | $63,803+2.6% | $82,637-20.8% |
| Participation rate | 76.0% | 66.6%+9.4pp | 72.7%+3.3pp | 68.1%+7.9pp |
| Annual return | 10.60% | 19.84%-9.2pp | 543.72%-533.1pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,022 | $2,846+76.4% | $3,843+30.7% | $4,126+21.7% |
| Admin fee / account holder | $1,319 | $3,873-65.9% | $5,196-74.6% | $7,339-82.0% |