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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 | $55,441 | $76,551-27.6% | $123,894-55.3% | $62,881-11.8% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 5.14% | 18.68%-13.5pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,848 | $4,840-41.2% | $5,984-52.4% | $3,203-11.1% |
| Admin fee / account holder | $3,641 | $4,826-24.5% | $8,357-56.4% | $4,296-15.2% |