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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 | $50,554+29.5% | $67,681-3.3% | $87,485-25.2% |
| Participation rate | 76.0% | 67.7%+8.3pp | 73.7%+2.3pp | 68.9%+7.1pp |
| Annual return | 10.60% | 17.81%-7.2pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,022 | $2,961+69.6% | $3,976+26.3% | $4,274+17.5% |
| Admin fee / account holder | $1,319 | $4,132-68.1% | $6,100-78.4% | $7,775-83.0% |