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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 | $63,870 | $93,598-31.8% | $135,974-53.0% | $75,173-15.0% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 14.24% | 30.89%-16.6pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,480 | $6,405+32.4% | $7,760+9.3% | $4,126+105.5% |
| Admin fee / account holder | $7,365 | $6,978+5.6% | $10,767-31.6% | $5,651+30.3% |