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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 | $31,479 | $76,551-58.9% | $123,894-74.6% | $62,881-49.9% |
| Participation rate | 84.4% | 73.0%+11.4pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 5.80% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,866 | $4,840-40.8% | $5,984-52.1% | $3,203-10.5% |
| Admin fee / account holder | $2,696 | $4,826-44.1% | $8,357-67.7% | $4,296-37.2% |