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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 | $157,359 | $69,977+124.9% | $108,582+44.9% | $62,881+150.2% |
| Participation rate | 80.8% | 72.9%+7.9pp | 79.6%+1.2pp | 69.3%+11.5pp |
| Annual return | 1.78% | 10.73%-8.9pp | -51.70%+53.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,688 | $3,165-46.7% | $4,311-60.8% | $3,203-47.3% |
| Admin fee / account holder | $833 | $5,076-83.6% | $7,645-89.1% | $4,296-80.6% |