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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 | $41,230 | $53,774-23.3% | $134,162-69.3% | $79,852-48.4% |
| Participation rate | 91.4% | 58.8%+32.7pp | 72.2%+19.2pp | 69.6%+21.8pp |
| Annual return | 8.14% | 19.01%-10.9pp | 36.35%-28.2pp | 31.72%-23.6pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,625 | $2,420-32.9% | $3,500-53.6% | $3,740-56.6% |
| Admin fee / account holder | $1,177 | $3,985-70.5% | $6,685-82.4% | $5,306-77.8% |