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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 | $38,813 | $64,359-39.7% | $90,161-57.0% | $70,126-44.7% |
| Participation rate | 96.7% | 70.4%+26.2pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 2.85% | 28.13%-25.3pp | 34.89%-32.0pp | 73.15%-70.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,833 | $4,389-58.2% | $5,287-65.3% | $3,332-45.0% |
| Admin fee / account holder | $3,820 | $3,945-3.2% | $5,943-35.7% | $4,645-17.8% |