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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 | $40,631 | $54,757-25.8% | $90,304-55.0% | $72,975-44.3% |
| Participation rate | 75.9% | 65.2%+10.7pp | 73.3%+2.6pp | 69.5%+6.4pp |
| Annual return | 13.41% | 30.63%-17.2pp | 78.13%-64.7pp | 81.01%-67.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,253 | $2,887+81.9% | $3,885+35.2% | $3,608+45.6% |
| Admin fee / account holder | $402 | $3,973-89.9% | $5,354-92.5% | $5,124-92.2% |