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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 | $64,241 | $67,602-5.0% | $82,312-22.0% | $70,126-8.4% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 10.22% | 21.57%-11.3pp | 25.88%-15.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,269 | $2,987+42.9% | $3,706+15.2% | $3,332+28.1% |
| Admin fee / account holder | $33,214 | $4,512+636.2% | $5,608+492.3% | $4,645+615.0% |