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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 | $40,923 | $63,082-35.1% | $81,726-49.9% | $79,856-48.8% |
| Participation rate | 70.3% | 67.5%+2.7pp | 72.0%-1.7pp | 69.6%+0.6pp |
| Annual return | 7.18% | 22.66%-15.5pp | 29.49%-22.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,479 | $2,780-46.8% | $7,108-79.2% | $3,741-60.5% |
| Admin fee / account holder | $377 | $4,428-91.5% | $5,160-92.7% | $5,306-92.9% |