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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 | $47,764 | $104,098-54.1% | $140,514-66.0% | $94,015-49.2% |
| Participation rate | 84.6% | 73.7%+10.9pp | 77.8%+6.8pp | 70.8%+13.8pp |
| Annual return | 4.95% | 15.14%-10.2pp | 14.36%-9.4pp | 17.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,960 | $4,033-51.4% | $4,919-60.2% | $4,249-53.9% |
| Admin fee / account holder | $9,973 | $10,439-4.5% | $13,697-27.2% | $8,951+11.4% |