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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 | $53,026 | $67,602-21.6% | $82,312-35.6% | $70,126-24.4% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 8.76% | 21.57%-12.8pp | 25.88%-17.1pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,182 | $2,987-26.9% | $3,706-41.1% | $3,332-34.5% |
| Admin fee / account holder | $2,161 | $4,512-52.1% | $5,608-61.5% | $4,645-53.5% |