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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 | $67,207 | $67,894-1.0% | $89,340-24.8% | $82,448-18.5% |
| Participation rate | 92.1% | 64.0%+28.1pp | 69.6%+22.5pp | 68.1%+24.0pp |
| Annual return | 12.37% | 19.21%-6.8pp | 20.57%-8.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,740 | $3,072+119.4% | $3,823+76.3% | $4,139+62.8% |
| Admin fee / account holder | $4,810 | $5,723-15.9% | $6,704-28.2% | $7,234-33.5% |