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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 | $79,213 | $110,137-28.1% | $161,149-50.8% | $82,637-4.1% |
| Participation rate | 73.1% | 72.4%+0.7pp | 78.8%-5.8pp | 68.1%+5.0pp |
| Annual return | 12.22% | 20.69%-8.5pp | 21.16%-8.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,029 | $4,575-55.6% | $6,153-67.0% | $4,126-50.8% |
| Admin fee / account holder | $3,911 | $9,467-58.7% | $15,194-74.3% | $7,339-46.7% |