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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 | $35,315 | $46,877-24.7% | $122,354-71.1% | $70,126-49.6% |
| Participation rate | 78.4% | 58.2%+20.2pp | 71.6%+6.7pp | 69.5%+8.8pp |
| Annual return | 12.44% | 24.22%-11.8pp | 30.28%-17.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,574 | $2,167+18.8% | $3,287-21.7% | $3,332-22.8% |
| Admin fee / account holder | $2,743 | $3,324-17.5% | $5,479-49.9% | $4,645-41.0% |