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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 | $35,368 | $53,774-34.2% | $134,162-73.6% | $79,856-55.7% |
| Participation rate | 79.5% | 58.8%+20.7pp | 72.2%+7.3pp | 69.6%+9.8pp |
| Annual return | 7.64% | 19.01%-11.4pp | 36.35%-28.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,440 | $2,420+0.8% | $3,500-30.3% | $3,741-34.8% |
| Admin fee / account holder | $938 | $3,985-76.5% | $6,685-86.0% | $5,306-82.3% |