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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 | $65,737 | $76,551-14.1% | $123,894-46.9% | $62,881+4.5% |
| Participation rate | 70.8% | 73.0%-2.1pp | 81.4%-10.6pp | 69.3%+1.5pp |
| Annual return | 4.77% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,412 | $4,840-8.8% | $5,984-26.3% | $3,203+37.8% |
| Admin fee / account holder | $19,499 | $4,826+304.1% | $8,357+133.3% | $4,296+353.9% |