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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 | $51,569 | $86,940-40.7% | $102,434-49.7% | $80,935-36.3% |
| Participation rate | 72.7% | 72.4%+0.3pp | 76.5%-3.8pp | 67.7%+5.1pp |
| Annual return | 8.79% | 18.89%-10.1pp | 29.46%-20.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,013 | $4,121-26.9% | $5,055-40.4% | $4,299-29.9% |
| Admin fee / account holder | $12,109 | $8,047+50.5% | $9,462+28.0% | $6,924+74.9% |