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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 | $69,444-17.8% | $92,985-38.6% | $87,485-34.8% |
| Participation rate | 75.9% | 63.3%+12.6pp | 69.5%+6.4pp | 68.9%+6.9pp |
| Annual return | 11.85% | 23.85%-12.0pp | 27.99%-16.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,522 | $3,364-25.0% | $4,377-42.4% | $4,274-41.0% |
| Admin fee / account holder | $8,046 | $6,137+31.1% | $9,463-15.0% | $7,775+3.5% |