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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 | $63,880 | $72,027-11.3% | $185,861-65.6% | $79,856-20.0% |
| Participation rate | 77.1% | 65.8%+11.4pp | 78.0%-0.9pp | 69.6%+7.5pp |
| Annual return | 9.69% | 23.13%-13.4pp | 35.96%-26.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,968 | $3,780+31.4% | $5,634-11.8% | $3,741+32.8% |
| Admin fee / account holder | $9,209 | $4,513+104.1% | $9,503-3.1% | $5,306+73.5% |