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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 | $82,381 | $75,541+9.1% | $152,093-45.8% | $82,637-0.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.82% | 32.56%-21.7pp | 66.36%-55.5pp | 53.51%-42.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,310 | $3,206-27.9% | $5,451-57.6% | $4,126-44.0% |
| Admin fee / account holder | $2,634 | $6,405-58.9% | $14,497-81.8% | $7,339-64.1% |