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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 | $97,550-51.0% | $120,344-60.3% | $87,485-45.4% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.7%+7.9pp | 68.9%+15.7pp |
| Annual return | 4.95% | 18.41%-13.5pp | 20.30%-15.4pp | 26.06%-21.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,960 | $4,230-53.7% | $5,135-61.8% | $4,274-54.1% |
| Admin fee / account holder | $9,973 | $9,543+4.5% | $12,742-21.7% | $7,775+28.3% |