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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 | $48,282 | $138,385-65.1% | $184,243-73.8% | $80,925-40.3% |
| Participation rate | 87.3% | 83.9%+3.4pp | 86.8%+0.5pp | 67.7%+19.7pp |
| Annual return | 10.96% | 20.02%-9.1pp | 28.82%-17.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,618 | $7,075-20.6% | $9,132-38.5% | $4,299+30.7% |
| Admin fee / account holder | $6,689 | $10,489-36.2% | $13,914-51.9% | $6,940-3.6% |