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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 | $78,475 | $86,949-9.7% | $102,460-23.4% | $80,959-3.1% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.7%+20.7pp |
| Annual return | 9.48% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,723 | $4,121+38.9% | $5,056+13.2% | $4,300+33.1% |
| Admin fee / account holder | $1,631 | $8,048-79.7% | $9,460-82.8% | $6,925-76.5% |