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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 | $98,671 | $54,541+80.9% | $78,778+25.3% | $70,126+40.7% |
| Participation rate | 76.0% | 60.8%+15.2pp | 69.2%+6.8pp | 69.5%+6.5pp |
| Annual return | 11.82% | 21.07%-9.2pp | 35.62%-23.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,070 | $2,210+38.9% | $2,958+3.8% | $3,332-7.9% |
| Admin fee / account holder | $3,543 | $3,709-4.5% | $5,134-31.0% | $4,645-23.7% |