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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 | $37,539 | $76,834-51.1% | $108,359-65.4% | $87,485-57.1% |
| Participation rate | 78.3% | 61.7%+16.5pp | 70.1%+8.1pp | 68.9%+9.3pp |
| Annual return | 8.32% | 19.09%-10.8pp | 36.89%-28.6pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,889 | $3,100-39.1% | $4,137-54.3% | $4,274-55.8% |
| Admin fee / account holder | $1,651 | $6,537-74.7% | $9,741-83.0% | $7,775-78.8% |