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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 | $113,163 | $69,977+61.7% | $108,582+4.2% | $62,881+80.0% |
| Participation rate | 93.1% | 72.9%+20.2pp | 79.6%+13.5pp | 69.3%+23.8pp |
| Annual return | 4.74% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,742 | $3,165+49.8% | $4,311+10.0% | $3,203+48.0% |
| Admin fee / account holder | $17,487 | $5,076+244.5% | $7,645+128.7% | $4,296+307.1% |