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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 | $43,581 | $106,864-59.2% | $147,318-70.4% | $82,637-47.3% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 13.74% | 27.49%-13.8pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,900 | $6,496-9.2% | $7,906-25.4% | $4,126+43.0% |
| Admin fee / account holder | $5,626 | $8,415-33.1% | $13,708-59.0% | $7,339-23.3% |