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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 | $85,734 | $138,393-38.0% | $184,256-53.5% | $80,959+5.9% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.4pp | 67.7%+28.6pp |
| Annual return | 5.74% | 20.01%-14.3pp | 28.85%-23.1pp | 35.67%-29.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,212 | $7,076-40.5% | $9,133-53.9% | $4,300-2.1% |
| Admin fee / account holder | $15,618 | $10,489+48.9% | $13,899+12.4% | $6,925+125.5% |