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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 | $95,453-50.0% | $112,040-57.4% | $82,448-42.1% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 4.95% | 23.92%-19.0pp | 24.52%-19.6pp | 41.64%-36.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,960 | $4,224-53.6% | $5,098-61.6% | $4,139-52.7% |
| Admin fee / account holder | $9,973 | $9,013+10.6% | $12,098-17.6% | $7,234+37.9% |