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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 | $54,765 | $56,287-2.7% | $80,977-32.4% | $62,881-12.9% |
| Participation rate | 91.7% | 68.9%+22.7pp | 75.8%+15.9pp | 69.3%+22.4pp |
| Annual return | 5.73% | 22.13%-16.4pp | 17.11%-11.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,626 | $4,196+81.8% | $5,696+33.9% | $3,203+138.1% |
| Admin fee / account holder | $3,237 | $3,742-13.5% | $5,517-41.3% | $4,296-24.7% |