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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 | $33,310 | $67,602-50.7% | $82,312-59.5% | $70,126-52.5% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 11.28% | 21.57%-10.3pp | 25.88%-14.6pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,697 | $2,987-9.7% | $3,706-27.2% | $3,332-19.1% |
| Admin fee / account holder | $705 | $4,512-84.4% | $5,608-87.4% | $4,645-84.8% |