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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 | $33,958 | $181,896-81.3% | $156,551-78.3% | $273,972-87.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 2.19% | 30.74%-28.6pp | 32.23%-30.0pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,664 | $5,550-52.0% | $4,871-45.3% | $5,287-49.6% |
| Admin fee / account holder | $14,951 | $15,560-3.9% | $13,028+14.8% | $10,133+47.6% |