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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 | $32,651 | $54,763-40.4% | $90,324-63.9% | $72,976-55.3% |
| Participation rate | 94.6% | 65.2%+29.4pp | 73.3%+21.3pp | 69.5%+25.1pp |
| Annual return | 12.46% | 30.63%-18.2pp | 78.15%-65.7pp | 81.02%-68.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,619 | $2,887-9.3% | $3,885-32.6% | $3,608-27.4% |
| Admin fee / account holder | $2,159 | $3,973-45.7% | $5,356-59.7% | $5,124-57.9% |