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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 | $44,630 | $84,936-47.5% | $111,308-59.9% | $79,391-43.8% |
| Participation rate | 80.4% | 75.9%+4.5pp | 77.3%+3.1pp | 70.7%+9.7pp |
| Annual return | 11.82% | 17.45%-5.6pp | 54.67%-42.8pp | 116.88%-105.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,239 | $3,888-42.4% | $4,487-50.1% | $4,046-44.7% |
| Admin fee / account holder | $2,147 | $537+299.7% | $7,965-73.0% | $627+242.7% |