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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 | $58,495 | $41,377+41.4% | $109,313-46.5% | $62,881-7.0% |
| Participation rate | 70.7% | 57.5%+13.2pp | 71.3%-0.5pp | 69.3%+1.4pp |
| Annual return | 2.08% | 11.05%-9.0pp | 22.07%-20.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,277 | $2,045+11.3% | $3,166-28.1% | $3,203-28.9% |
| Admin fee / account holder | $25,193 | $2,884+773.6% | $5,666+344.6% | $4,296+486.5% |