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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 | $76,989 | $95,404-19.3% | $113,397-32.1% | $82,637-6.8% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.5%+9.7pp | 68.1%+18.2pp |
| Annual return | 7.37% | 19.08%-11.7pp | 23.20%-15.8pp | 53.51%-46.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,528 | $4,220-16.4% | $5,076-30.5% | $4,126-14.5% |
| Admin fee / account holder | $10,913 | $9,168+19.0% | $11,957-8.7% | $7,339+48.7% |