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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 | $70,954 | $60,349+17.6% | $74,184-4.4% | $62,881+12.8% |
| Participation rate | 70.6% | 72.7%-2.1pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | -0.09% | 21.38%-21.5pp | 17.74%-17.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,302 | $2,856+15.6% | $3,550-7.0% | $3,203+3.1% |
| Admin fee / account holder | $23,517 | $4,261+451.9% | $5,586+321.0% | $4,296+447.5% |