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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 | $54,653 | $138,366-60.5% | $184,185-70.3% | $80,911-32.5% |
| Participation rate | 93.9% | 83.9%+10.1pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 8.08% | 20.02%-11.9pp | 28.81%-20.7pp | 35.63%-27.6pp |
| Employer contribution / active EE | $1,334 | $4,849-72.5% | $6,426-79.2% | $2,756-51.6% |
| Participant deferral / active EE | $4,058 | $7,074-42.6% | $9,132-55.6% | $4,297-5.6% |
| Admin fee / account holder | $3,181 | $10,484-69.7% | $13,909-77.1% | $6,935-54.1% |