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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 | $81,597 | $56,287+45.0% | $80,977+0.8% | $62,881+29.8% |
| Participation rate | 87.5% | 68.9%+18.6pp | 75.8%+11.7pp | 69.3%+18.2pp |
| Annual return | 3.51% | 22.13%-18.6pp | 17.11%-13.6pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,650 | $4,196+10.8% | $5,696-18.4% | $3,203+45.2% |
| Admin fee / account holder | $19,138 | $3,742+411.4% | $5,517+246.9% | $4,296+345.5% |