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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 | $31,697 | $69,383-54.3% | $101,271-68.7% | $73,493-56.9% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | 7.09% | 18.46%-11.4pp | 46.48%-39.4pp | 28.51%-21.4pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,269 | $3,301+59.6% | $4,371+20.6% | $3,740+40.9% |
| Admin fee / account holder | $5,534 | $704+686.3% | $5,948-7.0% | $513+978.6% |