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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 | $46,517 | $67,602-31.2% | $82,312-43.5% | $70,126-33.7% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 10.46% | 21.57%-11.1pp | 25.88%-15.4pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,190 | $2,987+6.8% | $3,706-13.9% | $3,332-4.3% |
| Admin fee / account holder | $9,308 | $4,512+106.3% | $5,608+66.0% | $4,645+100.4% |