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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 | $42,527 | $181,896-76.6% | $156,551-72.8% | $273,972-84.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.65% | 30.74%-28.1pp | 32.23%-29.6pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,827 | $5,550-13.0% | $4,871-0.9% | $5,287-8.7% |
| Admin fee / account holder | $11,357 | $15,560-27.0% | $13,028-12.8% | $10,133+12.1% |