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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 | $28,923 | $72,027-59.8% | $185,861-84.4% | $79,856-63.8% |
| Participation rate | 78.9% | 65.8%+13.1pp | 78.0%+0.8pp | 69.6%+9.2pp |
| Annual return | 10.38% | 23.13%-12.7pp | 35.96%-25.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,544 | $3,780-6.2% | $5,634-37.1% | $3,741-5.3% |
| Admin fee / account holder | $2,726 | $4,513-39.6% | $9,503-71.3% | $5,306-48.6% |