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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 | $64,827 | $55,713+16.4% | $75,901-14.6% | $72,975-11.2% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.3%+6.7pp | 69.5%+6.5pp |
| Annual return | 8.43% | 27.60%-19.2pp | 30.76%-22.3pp | 81.01%-72.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,062 | $2,634-21.7% | $3,603-42.8% | $3,608-42.8% |
| Admin fee / account holder | $923 | $3,980-76.8% | $5,420-83.0% | $5,124-82.0% |