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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 | $37,790 | $45,082-16.2% | $69,464-45.6% | $72,975-48.2% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 5.29% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,963 | $2,604+52.2% | $3,536+12.1% | $3,608+9.8% |
| Admin fee / account holder | $6,315 | $3,057+106.6% | $3,840+64.5% | $5,124+23.3% |