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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 | $97,870 | $67,602+44.8% | $82,312+18.9% | $70,126+39.6% |
| Participation rate | 84.8% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.3pp |
| Annual return | 11.00% | 21.57%-10.6pp | 25.88%-14.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,894 | $2,987-3.1% | $3,706-21.9% | $3,332-13.2% |
| Admin fee / account holder | $4,083 | $4,512-9.5% | $5,608-27.2% | $4,645-12.1% |