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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 | $60,035 | $76,551-21.6% | $123,894-51.5% | $62,881-4.5% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 5.46% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,354 | $4,840-10.0% | $5,984-27.2% | $3,203+35.9% |
| Admin fee / account holder | $1,238 | $4,826-74.4% | $8,357-85.2% | $4,296-71.2% |