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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 | $82,520 | $56,054+47.2% | $171,082-51.8% | $62,881+31.2% |
| Participation rate | 78.0% | 62.9%+15.1pp | 76.7%+1.3pp | 69.3%+8.7pp |
| Annual return | 3.69% | 22.52%-18.8pp | 32.56%-28.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,599 | $3,158+14.0% | $4,797-25.0% | $3,203+12.4% |
| Admin fee / account holder | $934 | $3,647-74.4% | $8,520-89.0% | $4,296-78.3% |