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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 | $59,560 | $110,240-46.0% | $96,544-38.3% | $139,487-57.3% |
| Participation rate | 82.6% | 78.1%+4.5pp | 76.0%+6.6pp | 80.3%+2.3pp |
| Annual return | 2.63% | 26.41%-23.8pp | 25.88%-23.3pp | 373.84%-371.2pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,922 | $5,549-47.3% | $4,851-39.8% | $6,713-56.5% |
| Admin fee / account holder | $12,050 | $11,602+3.9% | $8,254+46.0% | $11,407+5.6% |