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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 | $29,786 | $64,909-54.1% | $82,313-63.8% | $62,293-52.2% |
| Participation rate | 83.3% | 74.9%+8.5pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 12.67% | 21.18%-8.5pp | 25.88%-13.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,560 | $3,103-49.7% | $3,706-57.9% | $3,169-50.8% |
| Admin fee / account holder | $2,764 | $440+528.8% | $5,608-50.7% | $479+476.7% |