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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 | $54,838 | $67,602-18.9% | $82,312-33.4% | $70,126-21.8% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 11.42% | 21.57%-10.1pp | 25.88%-14.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,460 | $2,987+49.3% | $3,706+20.3% | $3,332+33.9% |
| Admin fee / account holder | $4,572 | $4,512+1.3% | $5,608-18.5% | $4,645-1.6% |