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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 | $56,900 | $60,349-5.7% | $74,184-23.3% | $62,881-9.5% |
| Participation rate | 88.5% | 72.7%+15.7pp | 76.6%+11.8pp | 69.3%+19.2pp |
| Annual return | 2.45% | 21.38%-18.9pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,727 | $2,856+30.5% | $3,550+5.0% | $3,203+16.4% |
| Admin fee / account holder | $1,514 | $4,261-64.5% | $5,586-72.9% | $4,296-64.8% |