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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 | $63,656 | $123,793-48.6% | $177,848-64.2% | $79,856-20.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.7%-0.2pp | 69.6%+17.9pp |
| Annual return | 6.23% | 22.82%-16.6pp | 48.33%-42.1pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,257 | $5,956-28.5% | $7,714-44.8% | $3,741+13.8% |
| Admin fee / account holder | $1,077 | $7,243-85.1% | $12,431-91.3% | $5,306-79.7% |