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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 | $72,824 | $77,962-6.6% | $178,540-59.2% | $80,935-10.0% |
| Participation rate | 70.0% | 65.7%+4.3pp | 77.1%-7.1pp | 67.7%+2.3pp |
| Annual return | 9.45% | 18.10%-8.6pp | 27.15%-17.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,222 | $4,404-26.8% | $6,281-48.7% | $4,299-25.1% |
| Admin fee / account holder | $3,909 | $7,156-45.4% | $10,424-62.5% | $6,924-43.5% |