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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 | $138,923 | $79,557+74.6% | $118,746+17.0% | $70,124+98.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 10.87% | 25.64%-14.8pp | 24.54%-13.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,939 | $4,089-3.7% | $5,332-26.1% | $3,332+18.2% |
| Admin fee / account holder | $1,957 | $5,374-63.6% | $10,720-81.7% | $4,645-57.9% |