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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 | $41,596 | $46,877-11.3% | $122,354-66.0% | $70,126-40.7% |
| Participation rate | 74.3% | 58.2%+16.1pp | 71.6%+2.6pp | 69.5%+4.7pp |
| Annual return | 11.68% | 24.22%-12.5pp | 30.28%-18.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,120 | $2,167-2.2% | $3,287-35.5% | $3,332-36.4% |
| Admin fee / account holder | $2,300 | $3,324-30.8% | $5,479-58.0% | $4,645-50.5% |