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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 | $57,430 | $72,273-20.5% | $101,275-43.3% | $79,856-28.1% |
| Participation rate | 75.5% | 68.5%+7.1pp | 75.8%-0.3pp | 69.6%+5.9pp |
| Annual return | 4.21% | 22.30%-18.1pp | 46.48%-42.3pp | 31.71%-27.5pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,533 | $3,282+38.1% | $4,371+3.7% | $3,741+21.2% |
| Admin fee / account holder | $1,507 | $4,401-65.8% | $5,948-74.7% | $5,306-71.6% |