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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 | $35,097 | $76,371-54.0% | $93,621-62.5% | $72,976-51.9% |
| Participation rate | 90.0% | 71.8%+18.2pp | 75.8%+14.2pp | 69.5%+20.5pp |
| Annual return | 5.09% | 25.82%-20.7pp | 32.76%-27.7pp | 81.02%-75.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,820 | $3,538-20.3% | $4,070-30.7% | $3,608-21.8% |
| Admin fee / account holder | $16,656 | $6,839+143.5% | $7,890+111.1% | $5,124+225.1% |