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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 | $50,007 | $86,922-42.5% | $102,438-51.2% | $80,874-38.2% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.6%+20.4pp |
| Annual return | 8.17% | 18.90%-10.7pp | 29.37%-21.2pp | 35.62%-27.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,598 | $4,119-12.6% | $5,054-28.8% | $4,297-16.3% |
| Admin fee / account holder | $9,814 | $8,050+21.9% | $9,448+3.9% | $6,935+41.5% |