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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 | $54,809 | $91,559-40.1% | $133,978-59.1% | $79,856-31.4% |
| Participation rate | 73.4% | 73.3%+0.1pp | 79.8%-6.4pp | 69.6%+3.8pp |
| Annual return | 9.09% | 61.85%-52.8pp | 45.10%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,380 | $3,734-9.5% | $5,047-33.0% | $3,741-9.6% |
| Admin fee / account holder | $641 | $6,321-89.9% | $8,930-92.8% | $5,306-87.9% |