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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 | $133,072 | $67,894+96.0% | $89,340+48.9% | $82,448+61.4% |
| Participation rate | 74.5% | 64.0%+10.4pp | 69.6%+4.9pp | 68.1%+6.4pp |
| Annual return | 6.30% | 19.21%-12.9pp | 20.57%-14.3pp | 41.64%-35.3pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,388 | $3,072+205.5% | $3,823+145.6% | $4,139+126.8% |
| Admin fee / account holder | $39,845 | $5,723+596.2% | $6,704+494.4% | $7,234+450.8% |