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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 | $57,050 | $58,627-2.7% | $76,735-25.7% | $82,448-30.8% |
| Participation rate | 75.9% | 63.2%+12.6pp | 69.5%+6.4pp | 68.1%+7.8pp |
| Annual return | 11.85% | 39.10%-27.2pp | 29.77%-17.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,522 | $3,134-19.5% | $4,088-38.3% | $4,139-39.1% |
| Admin fee / account holder | $8,046 | $5,323+51.2% | $7,189+11.9% | $7,234+11.2% |