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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 | $60,510 | $81,487-25.7% | $102,412-40.9% | $80,935-25.2% |
| Participation rate | 76.7% | 66.8%+9.8pp | 74.5%+2.2pp | 67.7%+9.0pp |
| Annual return | 9.33% | 25.60%-16.3pp | 24.94%-15.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,705 | $3,871+21.6% | $5,060-7.0% | $4,299+9.4% |
| Admin fee / account holder | $10,582 | $6,717+57.5% | $8,388+26.2% | $6,924+52.8% |